Basecamp + Better Proposals integrations
Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals
Do you find that details slip through the cracks and projects don't get started on time? This Zapier automation handles the first step for you by adding a to-do list to Basecamp 3 whenever a proposal is signed in Better Proposals. That way, your team can get started on the new client project immediately.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create To-Do ListTriggers when a new to-do list is created in a to-do set.
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More things you can do with Better Proposals and Basecamp
Discover other triggers and actions you can use with Better Proposals and Basecamp
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New Account
Triggers when a new basecamp account is created.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- AccountRequired
- ProjectRequired
- Types
- Events
Try ItTriggerInstant
Related categories
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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