Basecamp + Xero
Create to-dos in Basecamp 3 for new bills in Xero
Stay on top of your accounting tasks effectively with this efficient workflow. Whenever a new bill is recorded in Xero, a to-do will immediately be created in Basecamp 3. This automation ensures that every financial update in your book-keeping software is tracked promptly in your project management tool, helping you streamline your financial management process.
Stay on top of your accounting tasks effectively with this efficient workflow. Whenever a new bill is recorded in Xero, a to-do will immediately be created in Basecamp 3. This automation ensures that every financial update in your book-keeping software is tracked promptly in your project management tool, helping you streamline your financial management process.
- When this happens...
New BillTriggers when you add a new bill. (Accounts Payable).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create To-DoTriggers when a new to-do is created in a to-do list.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Warning Message
Credit Note IDRequired
Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote IDRequired
Quote Number
Status
ContactRequired
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Account
Triggers when a new basecamp account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Message Board
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Todo Set
Todo List
Completed or Uncompleted?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Todo Set
Todo List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
CampfireRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
SubjectRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Person
Name
Email Address
Title
Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TemplateRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Todo SetRequired
Todo ListRequired
NameRequired
Description
Assignees
Notify Assignees
Due On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Todo SetRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
FileRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
To-do SetRequired
To-do ListRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
ProjectRequired
FolderRequired
Sub Folder
Search NameRequired
TitleRequired
ContentRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
ProjectRequired
Todo SetRequired
Search NameRequired
NameRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CodeRequired
NameRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
ProjectRequired
Types
Events
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
Schedule
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Todo Set
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
FolderRequired
Sub Folder
TitleRequired
ContentRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Message BoardRequired
MessageRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
ScheduleRequired
SummaryRequired
Starts AtRequired
Ends AtRequired
All Day
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
TodoRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Project
Name or Email to SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
ProjectRequired
Todo SetRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search NameRequired
NameRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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