Keep Basecamp customer decisions on the Salesforce record
Turn a clear decision in a Basecamp update into a note your team can find in Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer decisions get buried in project threads and are hard to recall from the CRM.
- Keep decisions alongside Salesforce customer history
- Reduce searching across project discussions
- Give account reviews a clearer record of what was agreed
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 a concise Salesforce note from each submitted Basecamp customer decision, attaching it to the Salesforce record ID included in the request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real decision and confirm the note is attached to the intended record.
Questions about this workflow
Can Notis infer the Salesforce record from a Basecamp project name?
Only if the submitted information gives a reliable match. Include a Salesforce record ID where possible, and direct Notis to report ambiguous matches.
What should the note contain?
Ask Notis to preserve the decision and relevant context in a concise summary, without adding facts absent from the submitted material.
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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