Give deals that need attention a next step
Turn a scheduled deal review into a focused list of Basecamp cards for follow-up.
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
Deals can sit without a clear next step when follow-up depends on remembering to revisit the pipeline.
- Surface deal follow-up during a predictable review.
- Create shared cards for selected deals.
- Reduce the mental load of remembering to revisit the pipeline.
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 review available Agile CRM deal information and create Basecamp cards for deals that need attention, using only supported details.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real review and inspect the cards created.
Questions about this workflow
How does Notis know a deal needs attention?
State the criteria in your instruction. Notis can assess only the deal information available to it; include any missing baseline or criteria in the prompt.
Does Agile CRM send a trigger for every deal update?
Agile CRM exposes no trigger events in this workflow package. The schedule starts the automation, which then reviews available CRM information.
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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