Bring customer issues into the work already underway
Connect a support issue to the Basecamp card your team is already using to resolve it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Step in Card
Add a step to an existing card.
Why this helps
Support issues can be detached from project work, leaving teams to remember where they belong.
- Keep a customer issue connected to related work.
- Make support follow-up visible to collaborators.
- Reduce the chance that an issue gets lost in a separate tool.
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 add a step to the relevant existing Basecamp card when an Agile CRM support issue needs project follow-up.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real support issue and review the card step.
Questions about this workflow
Can the automation create a new Basecamp card too?
This workflow uses the Create Step in Card action, which adds a step to an existing card. Provide the relevant card context in your instruction or webhook request.
What if the support update lacks the issue details?
Notis can only use information it receives or can access. Include missing context in the webhook request or 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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