Connect Basecamp and Unifyy CRM to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
- Request a new Action for Unifyy CRM
Enable Integrations or automations with these events of Basecamp and Unifyy CRM
Enable Integrations or automations with these events of Basecamp and Unifyy CRM
Triggers
New Activity
Trigger when any activity happens in a basecamp.
New Message
Trigger when a new message is created in a basecamp.
New Schedule Entry
Trigger when a new schedule entry is created in a basecamp.
New To-Do
Trigger when a new todo is created in a basecamp.
New To-Do List
Triggers when a new todo list is created in a basecamp.
New Project
Triggers when a new project is created.
Actions
Create Project
Creates a new project.
Create a Message
Creates a new message in a message board.
Create Document
Creates a new document in a folder.
Create To-Do
Creates a new to-do in a to-do list.
Create Campfire Message
Creates a campfire message.
Create To-Do List
Creates a new todo list in a todo set.
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Frequently Asked Questions
To start, connect both your Basecamp and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Basecamp triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how Basecamp data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Basecamp and Unifyy CRM 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 Unifyy CRM. 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.
About Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Learn MoreAbout Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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