Keep deal updates moving into Basecamp
When a deal changes in Agile CRM, give your team a clear place to pick up the next step in Basecamp.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Sales updates can disappear between a CRM and the project space where the team coordinates follow-up.
- Keep the team aware of notable deal changes.
- Give follow-up work a shared place in Basecamp.
- Reduce manual copying between sales and project tools.
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 create a Basecamp card from each relevant Agile CRM deal update, including the available deal context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real deal update and review the created card.
Questions about this workflow
Does Agile CRM provide a built-in Notis trigger for this workflow?
No. Use the Notis webhook trigger and have an Agile CRM event send an HTTP request to the Notis webhook.
Can I choose which Basecamp card table column to use?
Describe the intended outcome in the automation prompt. The available Basecamp action creates a card in a column, so ensure the automation has the necessary destination context.
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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