Create new Basecamp projects from templates when Better Proposals get signed
Accelerate your project initiation with this efficient workflow that connects Better Proposals and Basecamp. As soon as your proposal is signed in Better Proposals, a new project springs to life in Basecamp using a predefined template. This makes task coordination smoother and saves valuable time, allowing your team to dive into work immediately after client approval. Enhance efficiency and improve customer service with this seamless process.
Accelerate your project initiation with this efficient workflow that connects Better Proposals and Basecamp. As soon as your proposal is signed in Better Proposals, a new project springs to life in Basecamp using a predefined template. This makes task coordination smoother and saves valuable time, allowing your team to dive into work immediately after client approval. Enhance efficiency and improve customer service with this seamless process.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Project From Template
Creates a new project using a template.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Account
Triggers when a new basecamp account is created.
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Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
AccountRequired
ProjectRequired
Types
Events
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