Skip to content
Notis

Close the follow-up loop when a prospect is resolved

Keep Basecamp task lists current when a prospect update confirms that a follow-up item is finished.

Trigger

Webhook received

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

Action

Complete To-Do

Mark a to-do as complete.

Why this helps

Completed prospect work can remain on task lists when the outcome is recorded elsewhere.

  • Keep Basecamp follow-up lists aligned with a confirmed prospect outcome.
  • Reduce unnecessary task review and manual cleanup.
  • Make resolved work easier to distinguish from open follow-ups.

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 complete the identified Basecamp to-do only when an incoming Aeroleads update meets a resolution rule you specify.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real resolved example and verify the matching to-do.

Questions about this workflow

Can the workflow complete a task based on any lead update?

The instruction should define a clear resolution condition and identify the matching to-do. A vague or incomplete update may not support a safe match.

What if the update does not confirm resolution?

The prompt should direct Notis to leave the to-do unchanged when the supplied evidence does not meet your rule.

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.

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Basecamp.