Integrate OnePageCRM with Basecamp 3
Send information between OnePageCRM and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Create a new project in Basecamp 3 for every deal won in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Basecamp 3 for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Basecamp 3.
Create a new project in Basecamp 3 for every deal won in OnePageCRM
OnePageCRM + Basecamp 3
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Supported triggers and actions
Integrate OnePageCRM and Basecamp 3 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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