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Basecamp + Workbooks CRM

Basecamp + Workbooks CRM

Basecamp + Workbooks CRM integrations

Create new Basecamp Projects when new cases are raised in Workbooks CRM

Reduce the time you spend creating Projects in both Workbooks and Basecamp and allow this integration to do the menial work for you. Once set up, your Projects will automatically be created in Basecamp every time a new Case is raised in Workbooks.

When this happens...
New CaseTriggers when a new case is created.
TriggerInstant
automatically do this!
Create ProjectTriggers when a new project is created.
ActionWrite

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More things you can do with Workbooks CRM and Basecamp

Discover other triggers and actions you can use with Workbooks CRM and Basecamp

New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup name
  Required
- Value
- Value list
- Default value
Action
Write
- Marketing Campaign
  Required
- Status
  Required
Action
Write

- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Product
- Line Description
- Quantity
  Required
- Unit price (document currency)
  Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write

- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Subject
  Required
- Due Date
- Completed Date
- Assigned To
  Required
- Type
  Required
- Status
  Required
- Priority
  Required
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- Id
  Required
- Lock Version
  Required
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- Status
  Required
- Marketing Campaign
  Required
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or write
New Account
Triggers when a new basecamp account is created.
Trigger
Polling
Try It
- 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

New Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Write
- Summary
  Required
- Assigned To
  Required
- Status
  Required
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Write
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Id
  Required
- Lock Version
  Required
- Member's Name
  Required
- Status
Action
Write
- Id
  Required
- Lock Version
  Required
- Organisation Name
- Assigned To
- Category
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Search or write
- Status
  Required
- Marketing Campaign
  Required
- External Reference
- Marketing Campaign
  Required
- Status
  Required
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or write
- Account
  Required
- Project
  Required
- Types
- Events
Trigger
Instant
Try It
- 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

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 Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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CRM (Customer Relationship Management)

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