Keep campaign preparation in one shared place
Create a recurring campaign brief in Basecamp to help your team prepare without another round of manual updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Campaign planning context can be scattered across CRM records and easy to miss during team preparation.
- Give collaborators a recurring campaign overview.
- Keep planning context in a Basecamp vault.
- Reduce the effort of assembling campaign updates by hand.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Basecamp in Notis once.
- 2Create an automation in Notis and name it.
- 3Tell Notis to prepare a Basecamp vault document from available Agile CRM campaign information, noting any unavailable details.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test one run and review the resulting brief for accuracy.
Questions about this workflow
Will Notis include campaign details it cannot access?
No. The brief can use only information available to Notis. Supply any missing context in the instruction or source data.
Can the document be published automatically?
The Basecamp action creates a document in a vault and supports optional publication status. State the desired outcome in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Basecamp. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.