Give Affinity follow-ups a visible home on your Basecamp board
Convert a recurring pipeline check into a small set of cards your team can pick up and move forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Follow-ups can fall behind when they remain as notes in the pipeline instead of visible team work.
- Put selected follow-ups in the team's shared work view.
- Support a predictable prioritization routine.
- Make it easier to notice work that has not been picked up.
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 review supplied Affinity context and create cards for follow-ups that meet your stated priority criteria.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one run and review whether the cards represent distinct, actionable follow-ups.
Questions about this workflow
What determines a priority?
State your criteria in the automation prompt and provide the relevant deal context. Do not assume data or history the automation cannot access.
Will it duplicate existing cards?
The action creates cards. If duplicate avoidance matters, include available existing-card context or a review step in your process.
Can the card include a due date?
The action supports an optional due date when one is provided in the prompt or run context.
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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