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Notis

Make policy status updates easier to scan

Use a recurring run to turn supplied policy changes into a short Campfire digest for the team.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Chatbot Line

Post a message to a chat as a chatbot.

Why this helps

Policy updates can require repeated manual explanation before the team understands what needs attention.

  • Put supplied policy updates into one scannable team message.
  • Highlight changes that need attention when your instruction identifies them.
  • Reduce repetitive status writing.

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 summarize the policy status details you provide and post a concise digest through the configured Basecamp chatbot.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real set of updates and review the Campfire post.

Questions about this workflow

Does the schedule pull current policy status from AgencyZoom?

No AgencyZoom data trigger is listed in this package. Provide policy details to Notis for the scheduled digest.

Can the digest call out changes?

Yes. Provide the relevant status details and tell Notis which changes should be highlighted.

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.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

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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