Integrate Insightly with Basecamp 2

Send information between Insightly 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 Insightly

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in Basecamp 2 when a new project is established in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Basecamp 2.
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Initiate a new project in Basecamp 2 when a new project is established in Insightly

Insightly + Basecamp 2

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Supported triggers and actions

Integrate Insightly and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New message

Triggers when an new message is added in a project.

New file

Triggers when a new file is added in the selected project

New to-do list

Triggers when a new to-do list is created

New text document

Triggers when a new text document is added to the selected project

New project template

Triggers when a new project template is created

New comment

Triggers when a new comment is added

New calendar event in calendar

Triggers when a new event is created in the selected calendar

Updated to-do

Triggers when an existing to-do is updated

New project

Triggers when a new project is created

New to-do item

Triggers when a new to-do item is added to the selected list

New calendar

Triggers when a new calendar is created

New global activity

Triggers when there is an activity in any project

New calendar event in project

Triggers when a new event is created in the selected project

New person

Triggers when a new person is added in the selected account

Updated person

Triggers when the details of an existing person are updated

New topic

Triggers when a new topic is created

New activity

Triggers when there is an activity in the selected project

All Actions - Actions are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create to-do

Creates a new to-do item in the selected list

Create document

Creates a new document

Create to-do list

Creates a new to-do list

Create calendar event in calendar

Creates a new event in the selected calendar

Create calendar event in project

Creates a new calendar event in the selected project

Update to-do

Updates an existing to-do

Create project from template

Creates a new project from the selected template

Create project

Creates a new project

Create message

Creates a new message

Grant access to project

Grants access to the selected project for the specified email

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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