Integrate Onpipeline with Basecamp 2

Send information between Onpipeline 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 Onpipeline

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Basecamp 2 for every deal successfully closed in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Basecamp 2.
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Generate a new project in Basecamp 2 for every deal successfully closed in Onpipeline

Onpipeline + Basecamp 2

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Supported triggers and actions

Integrate Onpipeline and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Deal updated as won

Triggers when a deal is updated as won

Event updated

Triggers when a calendar event is updated

Deal created

Triggers when a new deal is created

Event created

Triggers when a new calendar event is created

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 deal

Creates a new deal

Add lead

Creates a new lead

Add organization

Adds a new organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

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 Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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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