Give campaign updates a home in Basecamp
Keep campaign context where the people coordinating the work can find it later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Campaign details shared in CRM activity can be hard for collaborators to find when they are planning work elsewhere.
- Keep campaign information in a durable team space.
- Reduce repeated explanations across tools.
- Make campaign context easier to find during project work.
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 publish a Basecamp vault document when a relevant Agile CRM campaign update arrives, using only details in the update.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real campaign update and review the document.
Questions about this workflow
What details will the document contain?
Notis can use details included in the webhook request. Add any context that is not present in the update to your instruction or provide it in the request.
Does this create a document in any Basecamp project automatically?
The action creates a document in a Basecamp vault. Include the intended destination context in the automation prompt.
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
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