Move Basecamp customer inquiries into Salesforce leads
Put a new, qualified inquiry into the CRM while the context from the Basecamp handoff is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
An inquiry shared in a project handoff can be overlooked before anyone adds it to Salesforce.
- Capture inquiries at the point of handoff
- Reduce repeated data entry
- Keep incomplete requests from creating unusable leads
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 Salesforce lead from a submitted Basecamp inquiry only when the required lead details, including last name and company, are available.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and confirm the Salesforce lead.
Questions about this workflow
What details does Salesforce require for a lead?
The current Create lead action requires the necessary lead fields, including last name and company. Include them in the request before asking Notis to create a lead.
Can this create duplicates?
This action creates a lead. If duplicate checking matters, provide a separate review process or avoid submitting inquiries already represented in Salesforce.
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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