Create new Basecamp projects from templates when Better Proposals get signed
Accelerate your project initiation with this efficient workflow that connects Better Proposals and Basecamp. As soon as your proposal is signed in Better Proposals, a new project springs to life in Basecamp using a predefined template. This makes task coordination smoother and saves valuable time, allowing your team to dive into work immediately after client approval. Enhance efficiency and improve customer service with this seamless process.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create Project From TemplateCreates a new project using a template.
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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






