Basecamp + Proposify

Basecamp + Proposify integrations

Create Basecamp messages when Proposify proposals are viewed

Stay in the loop when a proposal is viewed in Proposify, and ensure swift team communication with this workflow. Once set up, every time a proposal is reviewed within the Proposify system, it will prompt a new message in your designated Basecamp Campfire, keeping all relevant team members updated and quickening response times. It's an ideal solution for those seeking a stronger liaison between Proposify and Basecamp.

When this happens...
Proposal ViewedTriggers when a proposal is viewed by a client.
TriggerInstant
automatically do this!
Create Campfire MessageCreates a Campfire message.
ActionWrite

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More things you can do with Proposify and Basecamp

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

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Account
  Required
- Project
  Required
- Types
- Events
Trigger
Instant
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- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
Trigger
Polling
Try It
- Account
  Required
- Project
Trigger
Polling
Try It
- Account
  Required
- Project
  Required
- Schedule
Trigger
Instant
Try It
- Account
  Required
- Project
  Required
- Todo_set
Trigger
Instant
Try It
- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
Trigger
Polling
Try It
- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
- Title
  Required
- Content
  Required
- Status
Action
Write
- Account
  Required
- Project
  Required
- Message_board
  Required
- Message
  Required
- Content
  Required
Action
Write
- Account
  Required
- Name
  Required
- Description
Action
Write
- Account
  Required
- Project
  Required
- Schedule
  Required
- Summary
  Required
- Starts_at
  Required
- Ends_at
  Required
- All_day
- Description
Action
Write
- Account
  Required
- Project
  Required
- Todo
  Required
- Content
  Required
Action
Write
- Account
  Required
- Project
  Required
- To-do Set
  Required
- To-do List
  Required
- To-do
  Required
- Mark To-do as Complete?
- To-Do Title
- Assigned to
- People to Notify When Completed
- Starts_on
- Due_on
- Notes
Action
Write
- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
- Search_name
  Required
Action
Search
- Account
  Required
- Project
- Name or Email to Search
  Required
Action
Search
- Account
  Required
- Project
  Required
- Todo_set
  Required
- Search_name
  Required
Action
Search
- Account
  Required
- Search_name
  Required
- Name
  Required
- Description
Action
Search or write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Account
Triggers when a new basecamp account is created.
Trigger
Polling
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- Account
  Required
- Project
  Required
Trigger
Instant
Try It
- Account
  Required
- Project
  Required
- Message_board
Trigger
Instant
Try It
- Account
  Required
Trigger
Polling
Try It
- Account
  Required
- Project
  Required
- Todo_set
- Todo_list
- Completed or Uncompleted?
  Required
Trigger
Instant
Try It
- Account
  Required
- Project
  Required
- Todo_set
- Todo_list
Trigger
Instant
Try It
- Account
  Required
- Project
  Required
- Campfire
  Required
- Content
  Required
Action
Write
- Account
  Required
- Project
  Required
- Subject
  Required
- Content
  Required
Action
Write
- Account
  Required
- Project
  Required
- Person
- Name
- Email_address
- Title
- Company_name
Action
Write
- Account
  Required
- Template
  Required
- Name
  Required
- Description
Action
Write
- Account
  Required
- Project
  Required
- Todo_set
  Required
- Todo_list
  Required
- Name
  Required
- Description
- Assignees
- Notify Assignees
- Due_on
Action
Write
- Account
  Required
- Project
  Required
- Todo_set
  Required
- Name
  Required
- Description
Action
Write
- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
- File
  Required
- Name
- Description
Action
Write
- Account
  Required
- Project
  Required
- To-do Set
  Required
- To-do List
  Required
- Search Query
Action
Search
- Account
  Required
- Search_name
  Required
Action
Search
- Account
  Required
- Project
  Required
- Folder
  Required
- Sub_folder
- Search_name
  Required
- Title
  Required
- Content
  Required
- Status
Action
Search or write
- Account
  Required
- Project
  Required
- Todo_set
  Required
- Search_name
  Required
- Name
  Required
- Description
Action
Search or write

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

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create projects in Basecamp 3 from newly signed Proposify proposals

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