Basecamp 3 + Kartra
Create new Basecamp 3 projects from templates when new leads fill optin forms in Kartra
Easily manage your leads by implementing this swift workflow. When a lead fills an optin form in Kartra, a new project is instantly created from a template in Basecamp 3. This streamlines your project management process ensuring every lead is directly linked to a planned project. Enhance your lead handling and project allocation with this simple automation.
Easily manage your leads by implementing this swift workflow. When a lead fills an optin form in Kartra, a new project is instantly created from a template in Basecamp 3. This streamlines your project management process ensuring every lead is directly linked to a planned project. Enhance your lead handling and project allocation with this simple automation.
- When this happens...
Lead Fills an Optin FormTriggers when a lead fills in an optin form.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Project From TemplateCreates a new project using a template.
ActionWriteCreate a new record or update an existing record in your app.
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Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
EmailRequired
New Email
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
ProjectRequired
Types
Events
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
Schedule
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Todo Set
Todo List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
CampfireRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
SubjectRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Person
Name
Email Address
Title
Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TemplateRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Todo SetRequired
Todo ListRequired
NameRequired
Description
Assignees
Notify Assignees
Due On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Todo SetRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
FileRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
To-do SetRequired
To-do ListRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
ProjectRequired
FolderRequired
Sub Folder
Search NameRequired
TitleRequired
ContentRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
ProjectRequired
Todo SetRequired
Search NameRequired
NameRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Account
Triggers when a new basecamp account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Message Board
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
Todo Set
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
ProjectRequired
FolderRequired
Sub Folder
TitleRequired
ContentRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
Message BoardRequired
MessageRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
ScheduleRequired
SummaryRequired
Starts AtRequired
Ends AtRequired
All Day
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
TodoRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
ProjectRequired
FolderRequired
Sub Folder
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Project
Name or Email to SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
ProjectRequired
Todo SetRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Search NameRequired
NameRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Basecamp 3
Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
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Team ChatAbout Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
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