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.

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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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