Start every new AgencyZoom client with a ready-to-use Basecamp project
Send a handoff to Notis and start a Basecamp project from your chosen template, without rebuilding the kickoff by hand.
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
Client onboarding details can be scattered across the CRM and a project setup, leaving founders to repeat the same kickoff work.
- Reduce repeated project setup after a client handoff.
- Keep onboarding work in the same place the team coordinates delivery.
- Use a consistent project template for each new engagement.
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 create a Basecamp project from your chosen template when it receives a new-client handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the project starts as expected.
Questions about this workflow
How does the automation start?
A Notis webhook starts it when an HTTP request is sent. AgencyZoom does not provide a listed trigger event here, so send a handoff request to the webhook.
Does it build a project from scratch?
The action creates a project from an existing Basecamp template. Notis can use the handoff details in its instruction; the template must already be available in Basecamp.
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.
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.
Agencyzoom and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Basecamp.