Integrate Agendor with Basecamp 3

Send information between Agendor 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 Agendor

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Basecamp 3 for every accomplished deal in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in Basecamp 3.
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Create a project within Basecamp 3 for every accomplished deal in Agendor

Agendor + Basecamp 3

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Supported triggers and actions

Integrate Agendor and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

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

To-do list created or updated

Triggers when a to-do list is created or updated in the selected project

To-do created or updated

Triggers when a to-do 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

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

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 project

Creates a new project

Create To-do list

Creates a to-do list in the selected project

Create person

Creates a new person

Create schedule

Creates a new schedule in the selected project

Update message

Updates an existing message

Update project

Updates the details of an existing project

Update To-do

Updates the details of an existing to-do

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

Fetch To-do

Fetches a to-do based on its ID

Fetch person

Fetches the details of a person by email address

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

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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