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
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Basecamp 2.
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 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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