
When this happens...
New Activity
New Message
New Schedule Entry
New To-Do
New To-Do List
New Project
New Person
New Document
New Comment
To-Do Completed/Uncompleted
New Upload

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Trigger when a new todo is created in a basecamp.
Triggers when a new todo list is created in a basecamp.
Triggers when a new project is created.
Action is the task that follows automatically within your Basecamp integrations.
Creates a new project.
Creates a new message in a message board.
Creates a new document in a folder.
Creates a new to-do in a to-do list.
Creates a campfire message.
Create card and add steps into it.

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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 Basecamp and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Basecamp triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Basecamp data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Basecamp and LionDesk 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 Basecamp and LionDesk. 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.
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Learn MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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