Create customer profile cards in Basecamp
Give your team a lightweight customer snapshot they can see alongside active work.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Customer context is scattered when the team has to search Zendesk for every onboarding question.
- Make customer context visible
- Speed up onboarding conversations
- Reduce repeated lookups
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Basecamp in Notis once.
- 2Create an automation named New user profile card.
- 3Tell Notis to create a Basecamp card summarizing each new Zendesk user in the customer card table.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with one real user and inspect the card.
Questions about this workflow
Where is the card created?
Tell Notis which Basecamp card table column should receive new customer cards.
What should the card include?
Ask Notis to include available identity, organization, and onboarding context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Basecamp. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
Zendesk and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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