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
Build your own integrations between Wealthbox CRM and 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 event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity 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 note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
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 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.
Similar apps
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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Webhook triggers
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Custom functions
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
