Integrating Customerly with Basecamp 3 by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Customerly and Basecamp 3
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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 3
Basecamp's unique set of tools provides everything a team needs to stay on track with whatever project they're working on.
Integrations for Basecamp 3It's easy to connect Customerly + Basecamp 3 without coding knowledge. Start creating your own business flow.
- Triggers
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New LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
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New CommentTriggers when a new comment is created in a basecamp.
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New Document Created
Triggers when a new document is created in a folder.
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New Document Uploaded
Triggers when a new document is uploaded in a folder.
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New Message
Triggers when a new message is created in a basecamp.
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New Person
Triggers when a new person is available in the account
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New Project
Triggers when a new project is created.
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New Schedule Entry
Triggers when a new schedule entry is created in a basecamp.
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New To do List
Triggers when a new to-do list is created in a basecamp
- Actions
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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Add Person to a Project
Adds or creates a new person to an existing project.
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Create Campfire Message
Creates a Campfire message.
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Create Comment on Message
Creates a new comment in a message.
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Create Document
Creates a new document in a folder.
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Create Message
Creates a new message in a message board.
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Create Project
Creates a new project.
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Create Project from Template
Creates a new project using a template.
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Create Schedule Entry
Creates a new schedule entry in a schedule.
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Create To do
Creates a new to-do in a to-do list.
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Create To do List
Creates a new to-do list in a to-do set.
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Remove Person from a Project
To revoking access from existing people
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Upload File
Uploads a new file in a folder.
How Customerly & Basecamp 3 Integrations Work
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Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Basecamp 3 as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Customerly to Basecamp 3.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.