Start the week with a clear follow-up roundup
Have Notis turn your supplied follow-up details into a short Campfire post on a schedule you choose.
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
Sales follow-ups are harder to prioritize when the team has to reconstruct the week's open threads from memory.
- Bring supplied follow-up details into one team message.
- Make weekly prioritization easier to start.
- Reduce time spent composing recurring status updates.
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 sales follow-ups you provide into a concise weekly Campfire post using the configured chatbot.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of follow-ups and review the post in Campfire.
Questions about this workflow
Will the roundup include all AgencyZoom follow-ups automatically?
Not from the details provided here. Supply the follow-up data to Notis for the scheduled summary.
Where will Notis post it?
The action posts through a chatbot to a Basecamp Campfire. Configure the relevant chatbot and choose the destination in your instruction.
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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