Integrate Wealthbox CRM with Basecamp 2
Send information between Wealthbox CRM 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 Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Basecamp 2 whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Basecamp 2.
Initiate a new project in Basecamp 2 when a new project is established in Wealthbox CRM
Wealthbox CRM + Basecamp 2
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Supported triggers and actions
Integrate Wealthbox CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow 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 project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
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 Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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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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