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Wealthbox CRM + Basecamp Classic Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Basecamp Classic

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Basecamp Classic

Basecamp Classic is a popular project management application. The classic version of Basecamp let's you keep track of multiple projects, milestones, todo items and more. An easy way to consolidate your work and keep your inbox clean.

Basecamp Classic Integrations
Basecamp Classic Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Basecamp 3 Basecamp 3

Best Wealthbox CRM and Basecamp Classic Integrations

  • Wealthbox CRM Trello

    Basecamp Classic + Trello

    Turn new Basecamp Classic to-dos into Trello cards Read More...
    When this happens...
    Wealthbox CRM New Todo Item
     
    Then do this...
    Trello Create Card
    Create cards in Trello based on to-dos and projects in Basecamp Classic with due dates and labels, automatically. With this Basecamp-Trello integration, you can create new Trello cards from selected to-dos in Basecamp Classic. This automation would make it easy for your employees to delegate tasks on a project board in Basecamp Classic and have those tasks show up in a Trello card.
    How This Basecamp Classic-Trello Integration Works
    • A new to-do is created in Basecamp Classic
    • Appy Pie Connect create a card in Trello
    What You Need
    • Basecamp Classic account
    • Trello account
  • Wealthbox CRM Slack

    Basecamp Classic + Slack

    Send new Basecamp Classic to-dos on Slack Read More...
    When this happens...
    Wealthbox CRM New Todo Item
     
    Then do this...
    Slack Send Channel Message
    Collaborate with your team on the go. This new Slack integration will send your new Basecamp Classic to-dos straight to a Slack channel of your choice. With Basecamp Classic-Slack integration, you can send new Basecamp Classic to-dos to Slack. Whether it's work stuff, your personal life or anything in between. It's the easiest way to keep everyone on the same page.
    How This Integration Works
    • A new to-do is created in Basecamp Classic
    • Appy Pie Connect create send Slack message
    What You Need
    • Basecamp Classic account
    • Slack account
  • Wealthbox CRM GitHub

    Basecamp Classic + GitHub

    Add a new issue to GitHub from Basecamp Classic to-dos Read More...
    When this happens...
    Wealthbox CRM New Todo Item
     
    Then do this...
    GitHub Create Issue
    There's a lot on your team's plate. It's difficult to keep track of tasks across platforms because there's so much going on. This program will assist your team in getting the work done. After setting this Basecamp Classic-GitHub integration, Appy Pie Connect will automatically create new issue to GitHub for every new to-do item added to Basecamp.
    How This Basecamp Classic-GitHub Integration Works
    • A new to-do is created in Basecamp Classic
    • Appy Pie Connect adds that task to GitHub
    What You Need
    • Basecamp Classic account
    • GitHub account
  • Wealthbox CRM GitHub

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + Basecamp Classic in easier way

It's easy to connect Wealthbox CRM + Basecamp Classic without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Message

    Triggers when a new message is added to a project.

  • New Milestone

    Triggers when a new milestone is added to a project

  • New Person

    Triggers when a new person is added to an account.

  • New Project

    Triggers when a new project is added to an account.

  • New Todo Item

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

  • New Todo List

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

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • Create Message

    Creates a new message.

  • Create Milestone

    Creates a new milestone.

  • Create Project

    Be Careful! Easy to go over your plan limit.

  • Create Todo Item

    Creates a new todo item.

  • Create Todo list

    Creates a new todo list.

How Wealthbox CRM & Basecamp Classic Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basecamp Classic as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Basecamp Classic with Appy Pie Connect.

    (2 minutes)

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