Keep client context out of the chat scroll
Turn important client details into a brief your team can find later in Basecamp.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Project context gets scattered across chats, leaving you to search old messages when work resumes.
- Preserve decisions and requirements from client chats
- Create a readable reference for project collaborators
- Spend less time searching message history
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis: When a WhatsApp message contains project requirements or a decision, write a concise brief with the message context in the relevant Basecamp vault.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real client message and review the resulting document.
Questions about this workflow
Will every WhatsApp message become a document?
Your instruction can ask Notis to create a brief only when a message contains useful project requirements or a decision. Notis analyzes the returned message content.
How does Notis know which vault to use?
Name the relevant Basecamp project vault in your instruction or provide a rule Notis can follow. The trigger does not provide a universal project-to-vault mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Basecamp. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
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'.
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.
Whatsapp and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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