Integrate Wealthbox CRM with Basecamp 2
Send information between Wealthbox CRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Basecamp 2 when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Basecamp 2 whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Basecamp 2.
Initiate a new project in Basecamp 2 when a new project is established in Wealthbox CRM
Wealthbox CRM + Basecamp 2
Build your own integrations between Wealthbox CRM and Basecamp 2
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Supported triggers and actions
Integrate Wealthbox CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact 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 contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
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 Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
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.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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