Basecamp + Capsule CRM

Create new Basecamp 3 projects from templates for updated or new Capsule CRM projects

Streamline your project management process with this handy workflow. Whenever a new or updated project appears in Capsule CRM, a corresponding project is instantly set up in Basecamp 3 from a template. This not only saves time but also fosters a consistent approach in managing your projects across platforms. Perfect for teams seeking to optimize their project initialization process in Basecamp 3 without manually duplicating changes from Capsule CRM.

When this happens...
New or Updated Project
Triggers when a given action is performed on a Project.
TriggerInstant
automatically do this!
Create Project From Template
Creates a new project using a template.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
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

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

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create to-dos in Basecamp from new or updated opportunities in Capsule CRM

Related Zap Templates

Create to-dos in Basecamp from new or updated opportunities in Capsule CRM

Basecamp + Capsule CRM

Create new Basecamp 3 projects from templates for updated or new Capsule CRM projects

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

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

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

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

About Basecamp

Related categories

Similar apps

Trello

Teamwork

Slack

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates