Integrate Insightly with Basecamp 3
Send information between Insightly and Basecamp 3 automatically, without writing any code, using Zoho Flow.
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Start a new project in Basecamp 3 whenever a new project is launched in Insightly
Reduce discrepancies between relationship management software and project management tool by auto-syncing project details. This flow will initiate a new project in Basecamp 3 when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Basecamp 3.
Start a new project in Basecamp 3 whenever a new project is launched in Insightly
Insightly + Basecamp 3
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Supported triggers and actions
Integrate Insightly and Basecamp 3 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
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 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 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 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.
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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Webhook triggers
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Logic
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Technical Engineer, Master Liveaboards
