Keep an Affinity outreach brief with the work in Basecamp
Give your team one organized place for the context and plan behind important investor or partner outreach.
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
Outreach context can be hard to reconstruct when notes, contact history, and next steps are spread across tools.
- Create a durable project document for selected outreach work.
- Keep context and approach available to collaborators.
- Avoid repeatedly rebuilding a brief from scattered notes.
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 draft an outreach brief from the supplied Affinity contact or deal context and publish it in the relevant Basecamp vault.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real outreach case and review the resulting document.
Questions about this workflow
Does the workflow retrieve every contact interaction?
It can use only context included in the webhook or otherwise made available to the automation. Include the relevant notes when needed.
Where is the document created?
The action creates a document in a Basecamp vault. Provide the project and vault context needed to place it correctly.
Can the document be published?
The action supports an optional publication status. Describe the intended status in the prompt.
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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