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Notis

Keep transaction questions together

Send a transaction issue to Notis and preserve the key facts in your project vault.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Document in Vault

Create a document in a project vault.

Why this helps

Transaction questions can become difficult to resolve when details are spread across messages.

  • Preserve issue context in one document.
  • Make investigations easier to hand off.
  • Keep a record alongside related project work.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Basecamp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe how Notis should summarize a submitted transaction issue for investigation.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real issue and confirm the record preserves useful details.

Questions about this workflow

Does this workflow determine whether a transaction is actually wrong?

It can organize and summarize the evidence supplied to it. The team should verify the underlying transaction facts.

What should I include in the webhook request?

Include the transaction information and the reason it needs investigation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Basecamp. A trigger fires from one place; an action lands in another.

Adtraction triggers

Basecamp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Basecamp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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