Integrate OnePageCRM with Basecamp 2
Send information between OnePageCRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.
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Create a new project in Basecamp 2 for every deal won in your OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Basecamp 2 for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Basecamp 2.
Create a new project in Basecamp 2 for every deal won in your OnePageCRM
OnePageCRM + Basecamp 2
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Supported triggers and actions
Integrate OnePageCRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact 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 note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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