Basecamp + Proposify

Create to-dos in Basecamp 3 when new proposals are won in Proposify

Winning a proposal in Proposify? This automation streamlines the post-win process by creating a new To-Do in Basecamp 3, allowing you to promptly commence work. With this workflow, each won deal is instantly followed by the creation of a new task in Basecamp 3 ensuring you stay ahead and organized. Say goodbye to the process of manually transferring information between the two platforms, saving time and boosting productivity.

Winning a proposal in Proposify? This automation streamlines the post-win process by creating a new To-Do in Basecamp 3, allowing you to promptly commence work. With this workflow, each won deal is instantly followed by the creation of a new task in Basecamp 3 ensuring you stay ahead and organized. Say goodbye to the process of manually transferring information between the two platforms, saving time and boosting productivity.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    BasecampBasecamp
    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

  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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basecamp logo

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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proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management