Basecamp + Proposify
Basecamp + Proposify
Create to-dos in Basecamp 3 when new proposals are won in Proposify
Winning a proposal in Proposify? 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.
- When this happens...Proposal WonTriggers when a proposal is accepted by a client.
- automatically do this!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 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.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant
