Integrate Kylas with Basecamp 3
Send information between Kylas and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Create a project within Basecamp 3 for every accomplished deal in Kylas
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Basecamp 3 for every deal successfully closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Basecamp 3.
Create a project within Basecamp 3 for every accomplished deal in Kylas
Kylas + Basecamp 3
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Supported triggers and actions
Integrate Kylas and Basecamp 3 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal is created or updated
Lead created or updated
Triggers when a lead is created or updated
Deal created
Triggers when a new deal is created
Task updated
Triggers when the details of an existing task are updated
Call logs created or updated
Triggers when a call log is created or updated
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task is created or updated
To-do list created or updated
Triggers when a to-do list is created or updated in the selected project
Message created or updated
Triggers when a message is created or updated in the selected project
Comment created or updated
Triggers when a comment 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
To-do created or updated
Triggers when a to-do is created or updated in the selected project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lead
Creates a new lead
Create company
Creates a new company
Create task
Creates a new task
Create deal
Creates a new deal
Create product or service
Creates a new product or service
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Create person
Creates a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create To-do
Creates a new to-do in the selected to-do list
Create schedule
Creates a new schedule in the selected project
Update message
Updates an existing message
Create To-do list
Creates a to-do list in the selected project
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 person
Fetches the details of a person by email address
Fetch To-do
Fetches a to-do based on its ID
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
Similar apps
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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