Integrate Kylas with Basecamp 3

Send information between Kylas and Basecamp 3 automatically, without writing any code, using Zoho Flow.

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Create a project within Basecamp 3 for every accomplished deal in Kylas

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Basecamp 3 for every deal successfully closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new project in Basecamp 3.
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Create a project within Basecamp 3 for every accomplished deal in Kylas

Kylas + Basecamp 3

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Supported triggers and actions

Integrate Kylas and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact updated

Triggers when the details of an existing contact are updated

Task created

Triggers when a new task is created

Deal updated

Triggers when the details of an existing deal are updated

Company updated

Triggers when the details of an existing company are updated

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a deal is created or updated

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Lead updated

Triggers when the details of an existing lead are updated

Call logs created or updated

Triggers when a call log is created or updated

Lead created or updated

Triggers when a lead is created or updated

Task created or updated

Triggers when a task is created or updated

Task updated

Triggers when the details of an existing task are updated

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

To-do created or updated

Triggers when a to-do 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

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

Schedule created or updated

Triggers when a schedule is created or updated in the selected project

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create product or service

Creates a new product or service

Create company

Creates a new company

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch company

Fetches the details of an existing company using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Create project

Creates a new 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

Update message

Updates an existing message

Create message

Creates a new message in the selected project

Create person

Creates a new person

Create schedule

Creates a new schedule in the selected project

Create To-do list

Creates a to-do list in the selected project

Add or remove people from project

Grand or revoke permission of a project

Update To-do

Updates the details of an existing to-do

Update project

Updates the details of an existing project

Update To-do list

Updates the details of an existing to-do list

Fetch person

Fetches the details of a person by email address

Fetch To-do

Fetches a to-do based on its ID

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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.

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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