
When this happens...
New Contact
New Deal
New Task

Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create To-Do List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Trigger when any activity happens in a basecamp.
Trigger when a new message is created in a basecamp.
Trigger when a new schedule entry is created in a basecamp.
Action is the task that follows automatically within your Agile CRM integrations.
Retrieves the list of all contacts
Retrieves the list of all companies
Retrieves the list of all events
Retrieves the list of all deals
Retrieves the list of all campaigns
Retrieves the list of al tracks

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agile CRM and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Basecamp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agile CRM and Basecamp . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn MoreBasecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Learn More