Basecamp + Salesforce

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

Streamline your project management process with this handy workflow. When a field on a Salesforce record is updated, it immediately prompts the creation of a new project in Basecamp 3 using a specified template. Experience the ease of combining Salesforce and Basecamp 3 functionalities, boosting team collaboration and eliminating the need for repetitive data entry, thus enhancing productivity and efficiency.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Project From Template
Creates a new project using a template.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- 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
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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
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
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