Create Basecamp onboarding groups automatically
Give every new customer a structured place for onboarding tasks without rebuilding your checklist by hand.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create To-Do List Group
Tool to create a new to-do group within a parent to-do list in Basecamp. Use when organizing todos into groups with optional color coding.
Why this helps
Onboarding tasks scatter across lists when a new customer does not get a dedicated structure.
- Keep onboarding tasks together
- Make ownership easier to see
- Reduce repetitive project setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Basecamp in Notis once.
- 2Create an automation named New user onboarding group.
- 3Tell Notis to create a Basecamp to-do group for each new Zendesk user and summarize the onboarding context.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with one real user and inspect the new group.
Questions about this workflow
Where is the group created?
Tell Notis which existing Basecamp to-do list should contain the group.
Can the group name be personalized?
Yes. Ask Notis to use the user's name or organization when available.
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
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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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