Integrate Onpipeline with Basecamp 3
Send information between Onpipeline and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Generate a new project in Basecamp 3 for every deal successfully closed in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will create a new project in Basecamp 3 for every deal won in your Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Basecamp 3.
Generate a new project in Basecamp 3 for every deal successfully closed in Onpipeline
Onpipeline + Basecamp 3
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Supported triggers and actions
Integrate Onpipeline and Basecamp 3 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
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
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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