Create new Basecamp 3 projects from templates when pipeline stages change in LeadConnector
Whenever a lead changes stages in LeadConnector, this workflow springs into action to craft a new project from a template in Basecamp 3. Stay organized and responsive by letting this automation smoothly translate sales progress into project groundwork. Seamlessly bridge the gap between your sales pipeline and project management, making your operations more efficient.
Whenever a lead changes stages in LeadConnector, this workflow springs into action to craft a new project from a template in Basecamp 3. Stay organized and responsive by letting this automation smoothly translate sales progress into project groundwork. Seamlessly bridge the gap between your sales pipeline and project management, making your operations more efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project From Template
Creates a new project using a template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Account
Triggers when a new basecamp account is created.
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