Bring unresolved deal blockers into the team conversation
Make it easy to spot where a quick decision, introduction, or follow-up could help before the week closes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chatbot Line
Post a message to a chat as a chatbot.
Why this helps
Blockers can remain hidden in deal notes until an opportunity has already lost momentum.
- Give the team a compact view of supplied blockers.
- Make requests for help visible in the regular conversation.
- Support timely coordination on opportunities that need attention.
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 summarize unresolved blockers from the deal context supplied for the run and post a concise coordination message in Campfire.
- 4Pick a weekly Notis schedule and choose where run reports should go.
- 5Test one run and confirm each blocker is current, supported, and clear about requested help.
Questions about this workflow
How does it know a blocker is unresolved?
Provide the current status or define the condition in your data. Notis cannot assume historical or status information that is unavailable.
Can the message ask for help?
Yes. Ask it to state the needed decision or help when that information is supplied.
Can it tag specific people?
The listed Campfire action posts a message. Provide the relevant names in the message context, but do not assume unsupported tagging behavior.
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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