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Notis

Make scheduled content approvals easier to complete

Turn an upcoming approval into a short, visible checklist on the work already in progress.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Step in Card

Add a step to an existing card.

Why this helps

Approval work stalls when the review is real but the expected checks are not explicit.

  • Put review expectations on an existing work card.
  • Use supplied criteria to keep checks relevant.
  • Make the next approval action easier to start.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Basecamp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome to achieve.
  • 3Ask Notis to identify accessible items due for approval and add relevant steps to the existing card supplied by the work context.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one actual approval item and confirm the right card receives the steps.

Questions about this workflow

Does this create the Basecamp card too?

No. This action adds steps to an existing card, so the instruction or available context needs to identify it.

What determines which approvals are due?

Provide a date or status rule, and rely only on data available through the connected source.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Basecamp. A trigger fires from one place; an action lands in another.

Agility cms triggers

Basecamp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Basecamp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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