Integrate Kylas with Basecamp 2
Send information between Kylas and Basecamp 2 automatically, without writing any code, using Zoho Flow.
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Generate a new project in Basecamp 2 for every deal successfully closed in Kylas
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Basecamp 2 for every deal won in your Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Basecamp 2.
Generate a new project in Basecamp 2 for every deal successfully closed in Kylas
Kylas + Basecamp 2
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Supported triggers and actions
Integrate Kylas and Basecamp 2 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
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Company created
Triggers when a new company is created
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
Deal created
Triggers when a new deal is created
Lead updated
Triggers when the details of an existing lead 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
Task created or updated
Triggers when a task is created or updated
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
New project template
Triggers when a new project template is created
New text document
Triggers when a new text document is added to the selected project
New file
Triggers when a new file is added in the selected project
New to-do list
Triggers when a new to-do list is created
New message
Triggers when an new message is added in a project.
New project
Triggers when a new project is created
Updated to-do
Triggers when an existing to-do is updated
New calendar event in calendar
Triggers when a new event is created in the selected calendar
New comment
Triggers when a new comment is added
New calendar event in project
Triggers when a new event is created in the selected project
New global activity
Triggers when there is an activity in any project
New calendar
Triggers when a new calendar is created
New to-do item
Triggers when a new to-do item is added to the selected list
New activity
Triggers when there is an activity in the selected project
New topic
Triggers when a new topic is created
Updated person
Triggers when the details of an existing person are updated
New person
Triggers when a new person is added in the selected account
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create lead
Creates a new lead
Create company
Creates a new company
Create product or service
Creates a new product or service
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal 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
Fetch lead
Fetches the details of an existing lead using ID
Create calendar event in project
Creates a new calendar event in the selected project
Create document
Creates a new document
Create calendar event in calendar
Creates a new event in the selected calendar
Create to-do list
Creates a new to-do list
Create to-do
Creates a new to-do item in the selected list
Create project
Creates a new project
Grant access to project
Grants access to the selected project for the specified email
Create message
Creates a new message
Create project from template
Creates a new project from the selected template
Update to-do
Updates an existing to-do
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.
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What is Basecamp 2?
Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place.
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