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Basecamp's unique set of tools provides everything a team needs to stay on track with whatever project they're working on.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
Zoho Invoice IntegrationsIt's easy to connect Basecamp 3 + Zoho Invoice without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created in a basecamp.
Triggers when a new document is created in a folder.
Triggers when a new document is uploaded in a folder.
Triggers when a new message is created in a basecamp.
Triggers when a new person is available in the account
Triggers when a new project is created.
Triggers when a new schedule entry is created in a basecamp.
Triggers when a new to-do list is created in a basecamp
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Adds or creates a new person to an existing project.
Creates a Campfire message.
Creates a new comment in a message.
Creates a new document in a folder.
Creates a new message in a message board.
Creates a new project.
Creates a new project using a template.
Creates a new schedule entry in a schedule.
Creates a new to-do in a to-do list.
Creates a new to-do list in a to-do set.
To revoking access from existing people
Uploads a new file in a folder.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
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(2 minutes)
Basecamp 3 is a software that makes it easy to start and run a project. It helps in keeping all the information of a project organized, including files and conversations. Team members can post messages, upload files, and comment on other’s posts. A calendar with events can be created, allowing people to see all their work and commitments at once.
Zoho Invoice is an online invoicing application that helps small businesses and freelancers to create professional invoices, manage payments, track time and expenses etc. Zoho Invoice has two edition. Zoho Invoice Standard and Zoho Invoice Premium. There are many features available in both the editions such as invoice templates, reports and analytics, payment reminders, invoicing for multiple currencies etc.
With the integration of Basecamp 3 and Zoho Invoice, customers can easily send their invoices directly from Basecamp 3. The integration invpves creating a custom link between your Basecamp 3 account and Zoho Invoice account. Once you have successfully created your custom link, you can use it in any of your projects. To get started with your integration, fplow these steps:
Step 1. In your Basecamp 3 account, go to “Basecamp” » “Settings” » “Integrations”.
Step 2. Now click on “Add New Integration” from the left side menu.
Step 3. Now select the radio button next to “Invoice”.
Step 4. Finally, click on “Create Link” within the pop-up window.
You will now be taken to the “Set up your integration with Zoho Invoice” page and it will ask you to enter your Zoho Invoice API Key. You can find this API Key in the API Access section in your Zoho Invoice account under Settings > API Access. To learn more about API keys and how to create API Keys, please refer to this article – https://www.zoho.com/apikey/.
Once you have entered your API key, click on “Next”. This will take you to a page where you can define the fields which you want to sync from your Basecamp 3 account to your Zoho Invoice account. Now click on “Save Integration” button in order to save your settings. Once done, Basecamp 3 will start syncing data with Zoho Invoice in real time. You can also go to “Settings” > “Integrations” in your Basecamp 3 account to check if the integration has been correctly set up or not. For more information on how to set up different integrations in Basecamp 3, please refer to this video - https://support.basecamp.com/hc/en-us/articles/115000239619-How-do-I-integrate-my-account-with-other-software-or-services-.
With the integration of Basecamp 3 and Zoho Invoice, businesses have an option of sending their invoices directly from their Basecamp 3 account without having to switch apps or copy & paste numbers manually into Zoho Invoice account every time they receive an order. Using Basecamp 3 as an invoice template saves a lot of time & effort of businesses as they do not have to create a separate invoice template for each client they work with. Businesses can also stay updated with each client by seeing all the previous invoices sent by them through a single interface i.e. Basecamp 3 account and thus can avoid any chances of losing any invoices in future too. With the integration of these two services, businesses are able to increase their productivity by reducing the number of places where they need to look for important documents & information related to their clients & projects.
The process to integrate Basecamp 3 and Zoho Invoice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.