Turn enriched lead context into a clear next step
When new contact details change what to do next, put the follow-up directly on the prospect's existing Basecamp card.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Step in Card
Add a step to an existing card.
Why this helps
Enriched contact data is easy to collect and easy to overlook when nobody turns it into a specific action.
- Translate new contact context into an actionable checklist item.
- Keep the next action alongside the existing prospect card.
- Reduce the chance that useful enrichment goes unused.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to use each incoming enrichment request to add an appropriate follow-up step to the identified existing Basecamp card.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead and verify the step appears on the intended card.
Questions about this workflow
Does this create a new card?
No. It adds a step to an existing card, so the request or prompt must provide enough information to identify that card.
Can Notis decide the step from enrichment?
It can use context supplied in the request to suggest a relevant next step. Any missing facts or required business rules should be included in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Basecamp. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Aeroleads and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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