
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 Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
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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 Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Basecamp triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Basecamp data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Basecamp and Sage Sales Management 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 Sage Sales Management. 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 MoreForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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