Carry kickoff follow-ups from Basecamp into Salesforce
Keep customer kickoff decisions close to the work: send the follow-ups from Basecamp to Salesforce as tasks.
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
Kickoff commitments can disappear in Basecamp notes before they make it onto the customer record.
- Record customer-facing next steps in Salesforce
- Reduce retyping between project discussions and CRM
- Make follow-ups easier to find during account reviews
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 task for each customer follow-up in the submitted Basecamp kickoff details, including the relevant record when its ID is provided.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real kickoff example and check the resulting Salesforce task.
Questions about this workflow
Does this start automatically from a Basecamp event?
No Basecamp trigger events are available here. A notis_webhook trigger starts when an HTTP request reaches Notis.
How does Notis know which Salesforce record to relate the task to?
Include the Salesforce record ID in the request when available. If it is missing or unclear, have Notis report that rather than guess.
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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