Integrate Wealthbox CRM with Basecamp 3

Send information between Wealthbox CRM and Basecamp 3 automatically, without writing any code, using Zoho Flow.

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Create a new project in Basecamp 3 whenever a new project is created in Wealthbox CRM

Enable seamless tracking and reporting by auto-creating projects in your project management tool from financial advisor CRM. This flow will initiate a new project in Basecamp 3 when a new project is established in Wealthbox CRM.

How it works
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. Zoho Flow creates a new project in Basecamp 3.
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Create a new project in Basecamp 3 whenever a new project is created in Wealthbox CRM

Wealthbox CRM + Basecamp 3

Build your own integrations between Wealthbox CRM and Basecamp 3

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Supported triggers and actions

Integrate Wealthbox CRM and Basecamp 3 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

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 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 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 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.

CRM

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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