Basecamp + Salesforce

Create new Salesforce records for each new Basecamp 3 to-do list

Stay on top of your tasks and ensure seamless flow across platforms with this straightforward automation. When you add a new to-do list in Basecamp 3, this workflow will instantly create a corresponding record in Salesforce. This process allows for increased organization and efficiency by quickly transferring your work between apps. Simplify your processes and keep databases current with this reliable, streamlined solution.

When this happens...
New To-Do List
Triggers when a new to-do list is created in a basecamp.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new basecamp account is created.
Trigger
Polling
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- AccountRequired
- ProjectRequired
Trigger
Instant
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- AccountRequired
- ProjectRequired
- Message Board
Trigger
Instant
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- AccountRequired
Trigger
Polling
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- AccountRequired
- ProjectRequired
- Todo Set
- Todo List
- Completed or Uncompleted?Required
Trigger
Instant
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- AccountRequired
- ProjectRequired
- Todo Set
- Todo List
Trigger
Instant
Try It
- AccountRequired
- ProjectRequired
- CampfireRequired
- ContentRequired
Action
Write

- AccountRequired
- ProjectRequired
- SubjectRequired
- ContentRequired
Action
Write
- AccountRequired
- ProjectRequired
- Person
- Name
- Email Address
- Title
- Company Name
Action
Write
- AccountRequired
- TemplateRequired
- NameRequired
- Description
Action
Write
- AccountRequired
- ProjectRequired
- Todo SetRequired
- Todo ListRequired
- NameRequired
- Description
- Assignees
- Notify Assignees
- Due On
Action
Write
- AccountRequired
- ProjectRequired
- Todo SetRequired
- NameRequired
- Description
Action
Write
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
- FileRequired
- Name
- Description
Action
Write
- AccountRequired
- ProjectRequired
- To-do SetRequired
- To-do ListRequired
- Search Query
Action
Search
- AccountRequired
- Search NameRequired
Action
Search
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
- Search NameRequired
- TitleRequired
- ContentRequired
- Status
Action
Search or write
- AccountRequired
- ProjectRequired
- Todo SetRequired
- Search NameRequired
- NameRequired
- Description
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- AccountRequired
- ProjectRequired
- Types
- Events
Trigger
Instant
Try It
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
Trigger
Polling
Try It
- AccountRequired
- Project
Trigger
Polling
Try It
- AccountRequired
- ProjectRequired
- Schedule
Trigger
Instant
Try It
- AccountRequired
- ProjectRequired
- Todo Set
Trigger
Instant
Try It
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
Trigger
Polling
Try It
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
- TitleRequired
- ContentRequired
- Status
Action
Write
- AccountRequired
- ProjectRequired
- Message BoardRequired
- MessageRequired
- ContentRequired
Action
Write
- AccountRequired
- NameRequired
- Description
Action
Write
- AccountRequired
- ProjectRequired
- ScheduleRequired
- SummaryRequired
- Starts AtRequired
- Ends AtRequired
- All Day
- Description
Action
Write
- AccountRequired
- ProjectRequired
- TodoRequired
- ContentRequired
Action
Write
- AccountRequired
- ProjectRequired
- To-do SetRequired
- To-do ListRequired
- To-doRequired
- Mark To-do as Complete?
- To-Do Title
- Assigned to
- People to Notify When Completed
- Starts On
- Due On
- Notes
Action
Write
- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
- Search NameRequired
Action
Search
- AccountRequired
- Project
- Name or Email to SearchRequired
Action
Search
- AccountRequired
- ProjectRequired
- Todo SetRequired
- Search NameRequired
Action
Search
- AccountRequired
- Search NameRequired
- NameRequired
- Description
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write