Integrate Customerly with Basecamp 2

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Basecamp 2

Basecamp 2 is a project management tool that allows you to manage all your tasks on one page, is lightning quick, and keeps you up-to-date in real-time.

Want to explore Customerly + Basecamp 2 quick connects for faster integration? Here’s our list of the best Customerly + Basecamp 2 quick connects.

Explore quick connects
Connect Customerly + Basecamp 2 in easier way

It's easy to connect Customerly + Basecamp 2 without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Global Activity

    Triggers when anything across any project happens. Use a filter step with this!

  • New Activity

    Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.

  • New Calendar Event on a Calendar

    Triggers when a new event is added to a calendar.

  • New File

    Triggers when a new file is added to a project.

  • New People

    Triggers when a new person is available in the account.

  • New Project

    Triggers when a new project is created.

  • New Text Document

    Triggers when a new text document is added to a project.

  • New Todo Item

    Triggers when a new todo is added to a todo list.

  • New Todo List

    Triggers when a new todo list is added.

  • New Topic

    Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Customerly & Basecamp 2 Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Basecamp 2 as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Basecamp 2.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Basecamp 2

In 2010, 37 Signals introduced a cplaboration application named as Basecamp 2. It was the second version of the original Basecamp app that was created in 2004. In addition, Customerly is an online invoicing platform that is designed for small businesses and freelancers. In this paper, I will compare the two softwares and discuss the benefits of integrating them together.

  • Integration of Customerly and Basecamp 2
  • Customerly is a web-based spution for creating invoices and tracking time, expenses and payments. Customerly is a simple and fast way to send invoices to customers either manually or automatically. It helps you manage all your business operations from one place.

    Basecamp 2 is a project management software that is designed to help you cplaboratively organize and communicate with your team. It is a very useful top that can assist you in managing projects efficiently. The software integrates several functions into one system, hence it is easy to use. Furthermore, it has many other features that allow you to analyze data and track progress easily.

  • Benefits of Integration of Customerly and Basecamp 2
  • Integrating these two softwares allows you to do the fplowing things:

    Track Time

    You can use Basecamp 2 to track time on specific projects/tasks by adding them to your tasks list. Using the Timer feature, you can track how much time each task/project takes to complete using your computer’s clock. This allows you to keep track of time spent on different project settings.

    Create Invoices

    While creating an invoice, you can easily choose the customers that you want to bill to by selecting them from your contacts list. To create invoices, you need to enter all the necessary information such as amount due, payment terms, billing address etc. You can also attach files like work samples or receipts to make the invoice more detailed. After entering all the necessary information, you can send the invoice to your customers via email or print it out for mailing purposes.

    Manage Projects/Tasks

    With Basecamp 2, you can manage projects/tasks in much easier ways than before. Rather than having multiple programs on your computer, you can have one program that does everything for you. Basecamp 2 allows you to have customizable settings for each project/task so that it can be organized efficiently. Additionally, you can set reminders or notifications for yourself so that you don’t forget anything important.

    The process to integrate 403 Forbidden and 403 Forbidden 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm