Integrate Agile CRM with Basecamp 3
Send information between Agile CRM and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Basecamp 3 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Schedule created or updated
Triggers when a schedule is created or updated in the selected project
Project created or updated
Triggers when a project is created or when any detail of an existing project is updated
Message created or updated
Triggers when a message is created or updated in the selected project
Comment created or updated
Triggers when a comment is created or updated in the selected project
To-do list created or updated
Triggers when a to-do list is created or updated in the selected project
To-do created or updated
Triggers when a to-do is created or updated in the selected project
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create To-do list
Creates a to-do list in the selected project
Create person
Creates a new person
Create schedule
Creates a new schedule in the selected project
Update message
Updates an existing message
Create message
Creates a new message in the selected project
Create To-do
Creates a new to-do in the selected to-do list
Create project from template
Creates a project from a template
Create project
Creates a new project
Update project
Updates the details of an existing project
Update To-do
Updates the details of an existing to-do
Add or remove people from project
Grand or revoke permission of a project
Update To-do list
Updates the details of an existing to-do list
Fetch To-do
Fetches a to-do based on its ID
Fetch person
Fetches the details of a person by email address
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Basecamp 3?
Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
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Toto
Technical Engineer, Master Liveaboards
