Basecamp + Salesforce

Create to-dos in Basecamp for new records in Salesforce

Stay organized and proactive with this workflow that connects Salesforce to Basecamp. Whenever a new record is added in Salesforce, a to-do item is created in Basecamp. This seamless process ensures you never miss new Salesforce records and can quickly act on them within your Basecamp platform, improving productivity and efficiency in your day-to-day tasks.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create To-Do
Triggers when a new to-do is created in a to-do list.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- AccountRequired
- ProjectRequired
- Types
- Events
Trigger
Instant
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- AccountRequired
- ProjectRequired
- FolderRequired
- Sub Folder
Trigger
Polling
Try It
- AccountRequired
- Project
Trigger
Polling
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- 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Account
Triggers when a new basecamp account is created.
Trigger
Polling
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- 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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesforce records from new Basecamp to-dos

Create new Salesforce records for each new Basecamp 3 to-do list

Create new Basecamp 3 projects from templates whenever updated records in Salesforce are detected

Basecamp + Salesforce

Create to-dos in Basecamp for new records in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

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 Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

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 Salesforce

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