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Notis

Connect deal stages with the follow-up work

Notis can add a follow-up step to the relevant Basecamp card when a deal changes stage, keeping momentum visible.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Create Step in Card

Tool to create a step within a card in a Basecamp card table. Use when you need to add a subtask or checklist item to an existing card with optional due date and assignees.

Why this helps

Teams can move opportunities forward in HubSpot without updating the work that needs to happen next.

  • Keep the next action near the deal work
  • Make stage-specific follow-up easier to remember
  • Reduce manual checklist maintenance

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Basecamp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to add the follow-up step for the updated stage to the identified existing Basecamp card.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
  • 5Test with one real example and review the step text.

Questions about this workflow

How does Notis know which follow-up step to add?

Include your stage-to-step guidance in the instruction. Notis should use only the stage and deal details it can access.

Do I need an existing card?

Yes. Create Step in Card requires an existing card, and the instruction must identify it using information available to Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Basecamp. A trigger fires from one place; an action lands in another.

Hubspot triggers

Basecamp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete To-Do

Tool to mark a to-do as completed in Basecamp. Use when you need to complete a to-do item.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Tool to create a new card in a column of a Basecamp card table. Use when you need to add a card to a card table column with optional content and due date.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Create Step in Card

Tool to create a step within a card in a Basecamp card table. Use when you need to add a subtask or checklist item to an existing card with optional due date and assignees.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Create Chatbot

Tool to create a new chatbot in a Basecamp Campfire chat. Use when you need to add an automated bot to a chat room for posting messages and responding to commands.

ActionInstant

Create Chatbot Line

Tool to post a message as a chatbot to a Basecamp Campfire. Use when you need to post messages via a chatbot integration without OAuth authentication.

ActionInstant

Create Document in Vault

Tool to create a new document in a Basecamp vault. Use when you need to publish a document in a specific project vault with title, HTML content, and optional publication status.

ActionInstant

Create Project from Template

Tool to create a new project from a Basecamp template asynchronously. Use when you need to instantiate a project based on an existing template. Poll the returned URL to monitor construction progress until status becomes 'completed'.

ActionInstant

Create To-Do (Deprecated)

DEPRECATED: Use BASECAMP_POST_BUCKETS_TODOLISTS_TODOS instead. Tool to create a new to-do in a Basecamp to-do list. Use when you need to add a task with optional description, assignees, and due date.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Basecamp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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