How to connect Basecamp 3 + Quotient
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- New AccountTriggers when a new basecamp account is created.Trigger
- New ActivityTriggers when any activity happens in a basecamp.Trigger
- New CommentTriggers when a new comment is created in a basecamp.Trigger
- New DocumentTriggers when a new document is created in a folder.Trigger
- New MessageTriggers when a new message is created in a basecamp.Trigger
- New PersonTriggers when a new person is available in the account.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New Schedule EntryTriggers when a new schedule entry is created in a basecamp.Trigger
- Basecamp 3
Triggers when a new to-do list is created in a basecamp.
Instant
Trigger
- Basecamp 3
Triggers when a new to-do is created in a basecamp.
Instant
Trigger
- Basecamp 3
Triggered when a new upload is added.
Scheduled
Trigger
- Basecamp 3
Creates a Campfire message.
Scheduled
Action
- Basecamp 3
Creates a new document in a folder.
Scheduled
Action
- Basecamp 3
Creates a new message in a message board.
Scheduled
Action
- Basecamp 3
Creates a new comment in a message.
Scheduled
Action
- Basecamp 3
Adds or creates a new person to an existing project.
Scheduled
Action
- Basecamp 3
Creates a new project.
Scheduled
Action
- Basecamp 3
Creates a new project using a template.
Scheduled
Action
- Basecamp 3
Creates a new schedule entry in a schedule.
Scheduled
Action
- Basecamp 3
Creates a new to-do in a to-do list.
Scheduled
Action
- Basecamp 3
Creates a new to-do list in a to-do set.
Scheduled
Action
- Basecamp 3
Uploads a new file in a folder.
Scheduled
Action
- Basecamp 3
Finds a document by name.
Scheduled
Action
- Basecamp 3
Finds a person by name or email.
Scheduled
Action
- Basecamp 3
Finds a project by name.
Scheduled
Action
- Basecamp 3
Finds a to-do list by name.
Scheduled
Action
- Basecamp 3
Finds or creates a specific document.
Scheduled
Action
- Basecamp 3
Finds or creates a specific project.
Scheduled
Action
- Basecamp 3
Finds or creates a specific todo list.
Scheduled
Action
- Quotient
Triggers when a Quote is Accepted.
Instant
Trigger
- Quotient
Triggers when a Quote is Declined.
Instant
Trigger
- Quotient
Triggers when a Customer asks a New Question.
Instant
Trigger
- Quotient
Triggers when a New Quote is first Sent.
Instant
Trigger
- Quotient
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Instant
Trigger
- Quotient
Creates a new Contact.
Scheduled
Action
- Quotient
Creates a new Lead.
Scheduled
Action
How Basecamp 3 + Quotient Integrations Work
- Step 1: Authenticate Basecamp 3 and Quotient.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.
Basecamp 3 Tutorials
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