How to connect Basecamp 2 + Insightly
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- New AccountTriggers when a new account is available in Basecamp.Trigger
- New FileTriggers when a new file is added to a project.Trigger
- New CalendarTriggers when a new calendar is added to Basecamp.Trigger
- New Calendar Event on a CalendarTriggers when a new event is added to a calendar.Trigger
- New Calendar Event on a ProjectTriggers when a new event is added to a project.Trigger
- New Text DocumentTriggers when a new text document is added to a project.Trigger
- New ActivityTriggers when something happens inside of Basecamp. This trigger will give you a brief overview of the event that happened.Trigger
- Global ActivityTriggers when anything across any project happens. Use a filter step with this!Trigger
- Basecamp 2
Triggers when a new person is available in the account.
Scheduled
Trigger
- Basecamp 2
Triggers when a new project is created.
Scheduled
Trigger
- Basecamp 2
Triggers when a new project template is created.
Scheduled
Trigger
- Basecamp 2
Triggers when a new todo is added to a todo list.
Scheduled
Trigger
- Basecamp 2
Triggers when a new todo list is added.
Scheduled
Trigger
- Basecamp 2
Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).
Scheduled
Trigger
- Basecamp 2
Creates a new calendar event on a specific calendar.
Scheduled
Action
- Basecamp 2
Creates a new calendar event on a specific project.
Scheduled
Action
- Basecamp 2
Create a brand new version tracked document.
Scheduled
Action
- Basecamp 2
Give a user access to a project.
Scheduled
Action
- Basecamp 2
Creates a new message.
Scheduled
Action
- Basecamp 2
Creates a brand new text file from plain text content you specify.
Scheduled
Action
- Basecamp 2
Creates a project.
Scheduled
Action
- Basecamp 2
Creates a project from your template of choice.
Scheduled
Action
- Basecamp 2
Creates a new todo item.
Scheduled
Action
- Basecamp 2
Creates a new todo list.
Scheduled
Action
- Basecamp 2
Copy an already-existing file from the trigger service.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Basecamp 2 + Insightly Integrations Work
- Step 1: Authenticate Basecamp 2 and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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