Create new Basecamp 3 projects from templates when new jobs appear in Simpro
This workflow springs into action when a new job appears in your Simpro app, leading to the creation of a project from a template in your Basecamp 3 app. It simplifies your project management by reducing manual data entry and ensuring all your new jobs are accurately mirrored as projects in Basecamp 3. This efficient automation helps you save time and improve organization.
- When this happens...

New JobTriggers when a job is created.TriggerInstant - automatically do this!

Create Project From TemplateCreates a new project using a template.ActionWrite
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More things you can do with Simpro and Basecamp
Discover other triggers and actions you can use with Simpro and Basecamp
New Company CustomerTriggers when a company customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Individual CustomerTriggers when an individual customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New JobTriggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New QuoteTriggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ScheduleTriggers when a job, lead, quote or activity schedule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New SiteTriggers when a site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Customer Contact
- Lead Name
- Additional Contacts
- Site Contact
- Description
- Notes
- Follow Up Date
- Tags
- Sales Person
- Project Manager
- Forecast Estimated Price
- Forecast Probability of Sale
- Forecast Expected Due Date Month
- Forecast Expected Due Date Year
- Status ID
- Cost Center
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StaffRequired
- Date
- Start TimeRequired
- End TimeRequired
- Schedule RateRequired
- Notes
- Locked
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Staff
- Date
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Order No
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
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- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given NameRequired
- Family NameRequired
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
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- AccountRequired
- 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 ZapPollingZapier checks for new data every 15 min on the Free plan- AccountRequired
- ProjectRequired
- Schedule
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 ZapPollingZapier checks for new data every 15 min on the Free plan- AccountRequired
- 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 app- AccountRequired
- Project
- Name or Email to SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- ProjectRequired
- Todo_setRequired
- Search_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- 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
Company Customer UpdatedTriggers when a company customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Individual Customer UpdatedTriggers when an individual customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job UpdatedTriggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote UpdatedTriggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Schedule UpdatedTriggers when a job, lead, quote or activity schedule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Site UpdatedTriggers when a site is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Title
- Given NameRequired
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SiteRequired
- Cost CenterRequired
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Order No
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Address
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Phone
- Cell Phone
- Alt Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given NameRequired
- Family Name
- Fax
- Department
- Position
- Notes
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- ID
- Company NameRequired
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
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
New AccountTriggers when a new basecamp account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AccountRequired
- 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
- Todo_list
- Completed or Uncompleted?Required
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 app- AccountRequired
- Search_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- 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 found- AccountRequired
- 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




