Close the Basecamp loop when a follow-up is resolved
Send a resolution update to Notis and complete the corresponding Basecamp to-do.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete To-Do
Mark a to-do as complete.
Why this helps
Completed client work can remain on the team's open list after the CRM shows that the follow-up is resolved.
- Keep the shared task list aligned with supplied resolution updates.
- Reduce manual cleanup of completed follow-ups.
- Make resolved work easier to distinguish from open actions.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to complete the specified Basecamp to-do when the supplied update confirms the follow-up is resolved.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real resolved follow-up and verify the intended to-do is complete.
Questions about this workflow
Can Notis determine the right task from the update alone?
Provide enough information to identify the Basecamp to-do and confirm the resolution. AgencyZoom triggers are not listed in this context.
Does this delete the task?
No. The selected action marks the specified to-do as completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Basecamp. A trigger fires from one place; an action lands in another.
Agencyzoom 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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Connect any two apps with Notis in the middle.
Agencyzoom and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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