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Notis

Keep campaign project context easy to find

See your Basin project inventory in a short report before planning prospecting work.

Trigger

Recurring schedule

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

Action

Get Projects

Lists the projects in your account.

Why this helps

Campaign planning gets slower when project context is scattered across a growing list.

  • Retrieve the Basin project inventory on a schedule.
  • Summarize project details for campaign planning.
  • Reduce manual inventory checks.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Basin once in Notis.
  • 2Create an automation that retrieves Basin projects and summarizes the inventory for prospecting planning.
  • 3Pick a recurring Notis schedule and choose where run reports go.
  • 4Run once and verify the report reflects the current projects.

Questions about this workflow

Can it identify projects associated with Aeroleads campaigns?

Only when project details or campaign context make the association clear. Supply matching criteria if needed.

Does this modify Basin projects?

No. It retrieves and summarizes the project list.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads triggers

Basin actions

Recurring trigger

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

TriggerScheduled

Create Form

Creates a new form.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Form Webhook

Creates a webhook for a form.

ActionInstant

Create Project

Creates a new project for organizing forms.

ActionInstant

Delete Form

Permanently deletes a form; this action cannot be undone.

ActionInstant

Delete Submission

Permanently deletes a form submission after its ID is confirmed.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

Delete Webhook

Deletes a form webhook.

ActionInstant

Get Domains

Lists the custom domains linked to your account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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