![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Integrate Wealthbox CRM with Basecamp 2
Send information between Wealthbox CRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Initiate a new project in Basecamp 2 when a new project is established in Wealthbox CRM
Wealthbox CRM + Basecamp 2
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Basecamp 2
Connect Wealthbox CRM and Basecamp 2 with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New project template
Triggers when a new project template is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New text document
Triggers when a new text document is added to the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New file
Triggers when a new file is added in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New to-do list
Triggers when a new to-do list is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New message
Triggers when an new message is added in a project.
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Updated to-do
Triggers when an existing to-do is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New calendar event in calendar
Triggers when a new event is created in the selected calendar
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New comment
Triggers when a new comment is added
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New calendar event in project
Triggers when a new event is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New global activity
Triggers when there is an activity in any project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New calendar
Triggers when a new calendar is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New to-do item
Triggers when a new to-do item is added to the selected list
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New activity
Triggers when there is an activity in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New topic
Triggers when a new topic is created
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Updated person
Triggers when the details of an existing person are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
New person
Triggers when a new person is added in the selected account
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create calendar event in project
Creates a new calendar event in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create document
Creates a new document
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create calendar event in calendar
Creates a new event in the selected calendar
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create to-do list
Creates a new to-do list
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create to-do
Creates a new to-do item in the selected list
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Grant access to project
Grants access to the selected project for the specified email
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create message
Creates a new message
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
Create project from template
Creates a new project from the selected template
![](https://flow-au-public.nimbuspop.com/flow-apps/basecamp_2.png)
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
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >