Give each research area a clear home in Basecamp
When prospect research expands into a distinct area, create a dedicated vault under the right Basecamp folder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a Vault
Create a nested vault within a project vault.
Why this helps
Research for different markets or campaigns becomes harder to find when it has no clear organizational home.
- Create a clear home for a distinct research area.
- Keep related prospect materials grouped under the intended parent vault.
- Reduce time spent locating campaign research.
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 review available Aeroleads research and create a nested Basecamp vault under the specified parent when a distinct research area meets your rule.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real research area and verify the vault is created under the correct parent.
Questions about this workflow
How should the research area be identified?
Specify a rule based on available Aeroleads data, such as a campaign or market label. Notis cannot classify from information that is not present.
Can this create the parent project too?
This action creates a nested vault within an existing parent vault. The parent location needs to be provided in your 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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