Keep Affinity deal follow-up visible on Basecamp cards
Turn a recurring review into a short list of next moves that stays with the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Step in Card
Add a step to an existing card.
Why this helps
Deal follow-ups become easy to miss when teams rely on memory or revisit the whole pipeline to find them.
- Make follow-up actions visible inside existing cards.
- Support a steady review rhythm without manually rewriting tasks.
- Keep next moves attached to the deal work.
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 the supplied Affinity deals and add a concise next-action step to each matching existing Basecamp card that needs follow-up.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one run against a real card and confirm the step is specific and correctly placed.
Questions about this workflow
Does this create a card when none exists?
No. It adds a step to an existing card. Provide enough context to identify that card.
Can it decide which deals need follow-up?
Describe the criteria and provide the relevant data. The automation cannot rely on missing history or an unstated follow-up baseline.
Can steps include due dates or assignees?
The action supports optional due dates and assignees when those details are supplied.
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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