Integrate Teamgate with Basecamp 3
Send information between Teamgate 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 your Teamgate
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Basecamp 3 for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Basecamp 3.
Create a new project in Basecamp 3 for every deal won in your Teamgate
Teamgate + Basecamp 3
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Supported triggers and actions
Integrate Teamgate and Basecamp 3 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal 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 lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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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.
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