Turn a qualified Affinity deal into a ready-to-run Basecamp project
Move from investor or partnership conversation to organized execution with one clear signal from your Affinity pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project from Template
Start creating a project from a template in the background.
Why this helps
Promising deals can stall while someone manually creates a project, gathers context, and remembers the kickoff steps.
- Create a consistent project space when a deal reaches your chosen qualification point.
- Reduce delay between pipeline progress and coordinated follow-up.
- Reuse a Basecamp template for repeatable kickoff 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, and give it a clear name.
- 3Tell Notis to start the appropriate Basecamp project from your template when an Affinity deal is qualified, using available deal context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified deal and confirm the project is created as expected.
Questions about this workflow
How does the workflow know a deal is qualified?
Send a webhook to Notis when your process considers the Affinity deal qualified. Notis does not provide a native Affinity event trigger here.
Does it create a project from a template?
Yes. The Basecamp action creates a project from an existing template. Notis can use only the template information made available to the automation.
Can I specify what happens in the project?
Describe the intended project outcome in the automation prompt. The workflow uses the Basecamp template and available deal 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.
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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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