Integrate Insightly with Basecamp 2

Send information between Insightly 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 Insightly

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in Basecamp 2 when a new project is established in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Basecamp 2.
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Initiate a new project in Basecamp 2 when a new project is established in Insightly

Insightly + Basecamp 2

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Supported triggers and actions

Integrate Insightly and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New text document

Triggers when a new text document is added to 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 activity

Triggers when there is an activity in the selected project

New topic

Triggers when a new topic is created

New to-do item

Triggers when a new to-do item is added to the selected list

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

New calendar event in project

Triggers when a new event is created in the selected project

New calendar

Triggers when a new calendar is created

New comment

Triggers when a new comment is added

New project

Triggers when a new project is created

New global activity

Triggers when there is an activity in any project

New calendar event in calendar

Triggers when a new event is created in the selected calendar

New file

Triggers when a new file is added in the selected project

New project template

Triggers when a new project template is created

Updated to-do

Triggers when an existing to-do is updated

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create calendar event in project

Creates a new calendar event in the selected project

Create project

Creates a new project

Create document

Creates a new document

Create project from template

Creates a new project from the selected template

Create to-do

Creates a new to-do item in the selected list

Update to-do

Updates an existing to-do

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

Grant access to project

Grants access to the selected project for the specified email

Create message

Creates a new message

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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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Sales Director, Artico

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

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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