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Basecamp + Proposify Legacy

Basecamp + Proposify Legacy

Basecamp + Proposify Legacy integrations

Create to-dos in Basecamp 3 when new proposals are won in Proposify Legacy

Winning a proposal in Proposify Legacy? This automation streamlines the post-win process by creating a new To-Do in Basecamp 3, allowing you to promptly commence work. With this workflow, each won deal is instantly followed by the creation of a new task in Basecamp 3 ensuring you stay ahead and organized. Say goodbye to the process of manually transferring information between the two platforms, saving time and boosting productivity.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is accepted by a client.
  2. automatically do this!
    Create To-Do
    Create To-Do
    Create To-DoTriggers when a new to-do is created in a to-do list.
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More things you can do with Proposify Legacy and Basecamp

Discover other triggers and actions you can use with Proposify Legacy and Basecamp

  • Proposify Legacy triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About Basecamp
Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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