Basecamp 2 and Crossbeam integrations and automations

Do everything in one place

Customize your Basecamp 2 and Crossbeam 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

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

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

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