BasicOps + OptinMonster

Create tasks in BasicOps for new leads in OptinMonster

Effortlessly manage new leads from OptinMonster by creating tasks in BasicOps with this seamless workflow. As soon as a new lead is captured in OptinMonster, a task will be generated in BasicOps, ensuring your team stays updated and can promptly follow up on potential clients. Improve lead conversion and stay organized with this time-saving automation.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- CampaignRequired
- Integration Display Name
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
- Project
- Section
Trigger
Instant
Try It
- Project
- Section
- Field
Trigger
Instant
Try It
- Project NameRequired
Action
Write

- Parent TaskRequired
- Task NameRequired
- Description
- Due date
- Attachments
Action
Write
- ProjectRequired
- Project NameRequired
- Description
- Attachments
Action
Write

- TaskRequired
- Task NameRequired
- Description
- Due date
- Attachments
Action
Write
- Section ID or NameRequired
Action
Search
- Template ID or NameRequired
Action
Search

- Project
- Section
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
New User
Triggers when a new user is added.
Trigger
Instant
Try It
- Project NameRequired
- Description
- Attachments
Action
Write
- Section NameRequired
Action
Write
- Task NameRequired
- Description
- Due date
- Attachments
Action
Write
- SectionRequired
- Section NameRequired
Action
Write
- Project ID or NameRequired
Action
Search
- Task ID or NameRequired
Action
Search
- User ID, Name or Email AddressRequired
Action
Search

About BasicOps

BasicOps is the online project management tool that empowers hybrid teams to collaborate on projects, tasks, files and notes all in one place and in real time.

Related categories

Productivity

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

Learn more

Related categories

Forms & Surveys

BasicOps + OptinMonster

Create tasks in BasicOps for new leads in OptinMonster

Supported triggers and actions

New Lead

New Project

New Task

Updated Task

Create Project From Template

Create Subtask

Update Project

Update Task

Find Section

Find Template

Completed Task

New Section

New User

Create Project

Create Section

Create Task

Update Section

Find Project

Find Task

Find User

About BasicOps

Related categories

About OptinMonster

Related categories

Similar apps

BDOW (FKA Sumo)

Hello Bar

Zapier Interfaces