Integrate Kylas with Basecamp 2

Send information between Kylas and Basecamp 2 automatically, without writing any code, using Zoho Flow.

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Generate a new project in Basecamp 2 for every deal successfully closed in Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Basecamp 2 for every deal won in your Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new project in Basecamp 2.
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Generate a new project in Basecamp 2 for every deal successfully closed in Kylas

Kylas + Basecamp 2

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Supported triggers and actions

Integrate Kylas and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal are updated

Call logs created or updated

Triggers when a call log is created or updated

Task updated

Triggers when the details of an existing task are updated

Company updated

Triggers when the details of an existing company are updated

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Lead created or updated

Triggers when a lead is created or updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Company created or updated

Triggers when a company is created or updated

New message

Triggers when an new message is added in a project.

New file

Triggers when a new file is added in the selected project

New to-do list

Triggers when a new to-do list is created

New text document

Triggers when a new text document is added to the selected project

New project template

Triggers when a new project template is created

New comment

Triggers when a new comment is added

New calendar event in calendar

Triggers when a new event is created in the selected calendar

Updated to-do

Triggers when an existing to-do is updated

New project

Triggers when a new project is created

New to-do item

Triggers when a new to-do item is added to the selected list

New calendar

Triggers when a new calendar is created

New global activity

Triggers when there is an activity in any project

New calendar event in project

Triggers when a new event is created in the selected project

New person

Triggers when a new person is added in the selected account

Updated person

Triggers when the details of an existing person are updated

New topic

Triggers when a new topic is created

New activity

Triggers when there is an activity in the selected project

All Actions - Actions are the automated tasks

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update lead

Updates the details of an existing lead

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update task

Updates the details of an existing task

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

Create to-do

Creates a new to-do item in the selected list

Create document

Creates a new document

Create to-do list

Creates a new to-do list

Create calendar event in calendar

Creates a new event in the selected calendar

Create calendar event in project

Creates a new calendar event in the selected project

Update to-do

Updates an existing to-do

Create project from template

Creates a new project from the selected template

Create project

Creates a new project

Create message

Creates a new message

Grant access to project

Grants access to the selected project for the specified email

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

What is Basecamp 2?

Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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