Do everything in one place

Customize your Basecamp 2 and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Basecamp 2
  • Access granted to calendar
    Calendar access granted to person in Basecamp 2
  • New calendar event
    New calendar event in Basecamp 2
  • New person event
    New person event in Basecamp 2
  • New project
    New project in Basecamp 2
  • New project calendar event
    New project calendar event in Basecamp 2
  • New project event
    New project event in Basecamp 2
  • New to-do
    New to-do in Basecamp 2
  • New to-do list
    New to-do list in Basecamp 2
  • Access granted to project
    Project access granted to person in Basecamp 2
  • Any other trigger you can think up

  • Show all 9
Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce
  • Any other trigger you can think up

  • Show all 12

Actions

Do this…

Basecamp 2
  • Custom action
    Custom action in Basecamp 2 (Custom)
  • Create calendar event
    Create calendar event in Basecamp 2
  • Create new project
    Create new project in Basecamp 2
  • Create project calendar event
    Create project calendar event in Basecamp 2
  • Create new todo
    Create new to-do in Basecamp 2
  • Create new to-do list
    Create new to-do list in Basecamp 2
  • Search calendars
    Search for a calendar in Basecamp 2
  • Search persons
    Search for a person in Basecamp 2
  • Search projects
    Search for a project in Basecamp 2
  • Any other action you can think up

  • Show all 9
Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert record
    Upsert record in Salesforce
  • Any other action you can think up

  • Show all 30

Let us tailor your Basecamp 2 and Salesforce integrations

Pre-built Basecamp 2 and Salesforce Automations

See more

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato