Basecamp + Simpro

Create new Basecamp 3 projects from templates when new jobs appear in Simpro

This workflow springs into action when a new job appears in your Simpro app, leading to the creation of a project from a template in your Basecamp 3 app. It simplifies your project management by reducing manual data entry and ensuring all your new jobs are accurately mirrored as projects in Basecamp 3. This efficient automation helps you save time and improve organization.

When this happens...
New Job
Triggers when a job is created.
TriggerInstant
automatically do this!
Create Project From Template
Creates a new project using a template.
ActionWrite

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Supported triggers and actions

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
Try It

New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write

- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- CustomerRequired
- SiteRequired
- Cost CenterRequired
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given NameRequired
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company NameRequired
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
New Account
Triggers when a new basecamp account is created.
Trigger
Polling
Try It
- AccountRequired
- ProjectRequired
Trigger
Instant
Try It
- AccountRequired
- ProjectRequired
- Message Board
Trigger
Instant
Try It
- AccountRequired
Trigger
Polling
Try It
- AccountRequired
- ProjectRequired
- Todo Set
- Todo List
- Completed or Uncompleted?Required
Trigger
Instant
Try It
- 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

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given NameRequired
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- CustomerRequired
- SiteRequired
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- StaffRequired
- Date
- Start TimeRequired
- End TimeRequired
- Schedule RateRequired
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
Action
Search
- ID
- Staff
- Date
- Type
Action
Search
- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
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

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.

Related categories

Project Management

Similar apps

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Learn more

Related categories

Project Management

Basecamp + Simpro

Create new Basecamp 3 projects from templates when new jobs appear in Simpro

New Company Customer

New Individual Customer

New Job

New Quote

New Schedule

New Site

Create Company Customer

Create Individual Customer

Create Service Quote

Create Site

Find Quote

Find Site

Find Individual Customer

Find or Create Contact

Find or Create Company Customer

New Account

New Comment

New Message

New Project

To-Do Completed/Uncompleted

New To-Do

Create Campfire Message

Create Message

Add Person to a Project

Create Project From Template

Create To-Do

Create To-Do List

Upload File

Find To-Do

Find Project

Find or Create Document

Find or Create To-Do List

Company Customer Updated

Individual Customer Updated

Job Updated

Quote Updated

Schedule Updated

Site Updated

Create Contact

Create Service Job

Create Schedule Block(s)

Find Contact

Find Schedule

Find Company Customer

Find Job

Find or Create Site

Find or Create Individual Customer

New Activity

New Document

New Person

New Schedule Entry

New To-Do List

New Upload

Create Document

Create Comment on Message

Create Project

Create Schedule Entry

Create Comment on Todo

Update To-Do

Find Document

Find Person

Find To-Do List

Find or Create Project

About Basecamp

Related categories

Similar apps

Trello

Teamwork

Slack

About Simpro

Related categories