Catch sales opportunities hiding in Basecamp projects
Give Notis a recurring moment to review project activity for signs of paid work and create HubSpot deal records with the evidence it found.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Potential sales conversations surface in delivery work, but there is no reliable moment to capture them in the pipeline.
- Create a repeatable review point for possible opportunities.
- Capture the Basecamp context behind each deal candidate.
- Reduce the chance that project conversations disappear from the pipeline.
Setup
Build it in a few focused steps.
- 1Connect Basecamp and HubSpot once in the Notis portal.
- 2Create an automation from Automations, then New Automation.
- 3Tell Notis to review available Basecamp project information for potential paid opportunities and create HubSpot deals with supporting context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project example and review the deal created in HubSpot.
Questions about this workflow
Can Notis determine deal value or stage automatically?
Only if you provide the needed guidance or the available project information supports it. Include your criteria in the instruction, or ask Notis to leave unknown details for review.
Does a schedule guarantee every Basecamp change will be checked?
The automation runs on the schedule you select. Its results depend on the Basecamp information available when it runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basecamp to Hubspot. A trigger fires from one place; an action lands in another.
Basecamp triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Basecamp and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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