Give every parsed client intake a next step
Turn extracted intake details into a Basecamp card that helps your team pick up the conversation.
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
New client details arrive in forms and attachments, then require manual transfer before anyone can act on them.
- Create a visible follow-up item from each intake.
- Keep extracted client context with the work.
- Reduce delay between receiving details and responding.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create a Basecamp card with the relevant details from each parsed client intake.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Test with one real intake and confirm the card contains useful context.
Questions about this workflow
Will it assign a client owner automatically?
Only if the instruction provides a clear assignment rule and the needed person information is available. Otherwise the card can capture the intake for manual assignment.
What if a parsed intake is missing details?
Ask Notis to note missing information on the card so the team can follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Basecamp. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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