Make Affinity relationship handoffs easier to pick up
Give the next owner a concise record of context, open conversations, and the next useful action.
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
A handoff can lose important relationship detail when context is passed informally or reconstructed later.
- Keep handoff context in a shared project vault.
- Give the next owner a clearer starting point.
- Reduce repeated questions and context reconstruction.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to prepare a concise handoff document from the contact and relationship details supplied with the webhook.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff and have the receiving owner review the document.
Questions about this workflow
How does a handoff start?
Send an HTTP request to the Notis webhook when your process identifies a handoff. Affinity does not expose a native trigger event in this package.
Will it include private or missing notes?
Notis can use only information supplied or otherwise available. Include the relevant context you want carried forward.
Can the document recommend next steps?
Yes, ask Notis to suggest next steps grounded in the supplied context. Review recommendations before relying on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Basecamp. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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