Track Basecamp customer commitments in Salesforce
Capture who promised what and when as a Salesforce task tied to the customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Customer promises can be scattered across updates, making it hard to remember what is due next.
- Keep explicit promises visible as CRM tasks
- Preserve stated deadlines and context
- Make customer follow-through easier to review
Setup
Build it in a few focused steps.
- 1Connect Basecamp and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name, prompt, report channel, and trigger.
- 3Tell Notis to create Salesforce tasks for explicit customer commitments in submitted Basecamp details, retaining only due dates that are stated and using the provided record ID.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real commitment and check the task details.
Questions about this workflow
Will it make up a due date when one is missing?
No. The prompt should direct Notis to use only a stated due date and leave it out or report it as missing when none is supplied.
How is the customer record selected?
The webhook request should include the Salesforce record ID when known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basecamp to Salesforce. A trigger fires from one place; an action lands in another.
Basecamp triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Basecamp and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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