Keep upcoming renewals visible on your Basecamp board
Use a recurring run to turn a supplied renewal horizon into cards with dates when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Upcoming renewals can be overlooked when their dates are not visible in the team's shared workflow.
- Make upcoming renewal work visible on a shared board.
- Create dated cards when renewal dates are available.
- Help the team review future work before it becomes urgent.
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 card for each upcoming renewal in the data you provide, including its date when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal list and check the created cards.
Questions about this workflow
Does this automatically query AgencyZoom for renewal records?
The supplied context lists no AgencyZoom trigger events. Provide the renewal data for Notis to process on its schedule.
Can Notis create multiple cards in one run?
The action creates a card, and Notis can act on the supplied records. Test with a real example to confirm the outcome for your data and board.
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
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