Integrate Onpipeline with Basecamp 3

Send information between Onpipeline and Basecamp 3 automatically, without writing any code, using Zoho Flow.

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Generate a new project in Basecamp 3 for every deal successfully closed in Onpipeline

Initiate a project promptly following the closure of a deal. This flow will create a new project in Basecamp 3 for every deal won in your 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 3.
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Generate a new project in Basecamp 3 for every deal successfully closed in Onpipeline

Onpipeline + Basecamp 3

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Supported triggers and actions

Integrate Onpipeline and Basecamp 3 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

Message created or updated

Triggers when a message is created or updated in the selected project

To-do created or updated

Triggers when a to-do 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

Schedule created or updated

Triggers when a schedule 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

Comment created or updated

Triggers when a comment is created or updated in the selected project

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 person

Creates a new person

Create message

Creates a new message in the selected project

Create To-do list

Creates a to-do list in the selected project

Create schedule

Creates a new schedule in the selected project

Create project

Creates a new project

Update message

Updates an existing message

Create To-do

Creates a new to-do in the selected to-do list

Add or remove people from project

Grand or revoke permission of a project

Update To-do list

Updates the details of an existing to-do list

Update project

Updates the details of an existing project

Update To-do

Updates the details of an existing to-do

Fetch To-do

Fetches a to-do based on its ID

Fetch person

Fetches the details of a person by email address

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 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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