Make deal changes easier for the team to catch up on
When an opportunity changes, Notis can publish a concise deal brief in a Basecamp vault so collaborators have a shared reference for the update.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Important deal changes can be hard to follow when context is scattered across Salesforce records, chats, and project notes.
- Give collaborators a readable summary of an opportunity change.
- Keep deal context available in the project's Basecamp vault.
- Reduce the effort of preparing update notes by hand.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Basecamp once in the Notis portal.
- 2Tell Notis to publish a Basecamp deal brief with the available opportunity details whenever a Salesforce opportunity is created or updated.
- 3In Automations, New Automation, add a name and prompt if you are setting it up in the portal.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity update and review the published document.
Questions about this workflow
What starts the deal brief?
Salesforce event 16814 starts it when an Opportunity is created or updated.
Can the brief include information Salesforce does not provide?
Notis can analyze the returned opportunity data, but information absent from that data must be supplied in your prompt or another source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Basecamp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Tool to mark a to-do as completed in Basecamp. Use when you need to complete a to-do item.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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'.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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