Do everything in one place
Customize your Basecamp 2 and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Basecamp 2
- Access granted to calendarCalendar access granted to person in Basecamp 2
- New calendar eventNew calendar event in Basecamp 2
- New person eventNew person event in Basecamp 2
- New projectNew project in Basecamp 2
- New project calendar eventNew project calendar event in Basecamp 2
- New project eventNew project event in Basecamp 2
- New to-doNew to-do in Basecamp 2
- New to-do listNew to-do list in Basecamp 2
- Access granted to projectProject access granted to person in Basecamp 2
Any other trigger you can think up
Actions
Do this…
Basecamp 2
- Custom actionCustom action in Basecamp 2 (Custom)
- Create calendar eventCreate calendar event in Basecamp 2
- Create new projectCreate new project in Basecamp 2
- Create project calendar eventCreate project calendar event in Basecamp 2
- Create new todoCreate new to-do in Basecamp 2
- Create new to-do listCreate new to-do list in Basecamp 2
- Search calendarsSearch for a calendar in Basecamp 2
- Search personsSearch for a person in Basecamp 2
- Search projectsSearch for a project in Basecamp 2
Any other action you can think up
Workflow Max
- Create contactCreate Contact in WorkflowMax
- Get all suppliersGet all suppliers in WorkflowMax
- Get client details by UUIDGet client details by UUID in WorkflowMax
- Get contact details by UUIDGet Contact by UUID in WorkflowMax
- Get current invoicesGet current invoices in WorkflowMax
- Get current quotesGet current quotes in WorkflowMax
- Get invoice by numberGet invoice details by invoice number in WorkflowMax
- Get inovice paymentsGet payments of invoice in WorkflowMax
- Get job invoicesGet list of invoices for a specific job in WorkflowMax
- Get quote by numberGet quote details by quote number in WorkflowMax
- Get supplier contact by UUIDGet supplier contact by UUID in WorkflowMax
- Get supplier details by UUIDGet supplier by UUID in WorkflowMax
- Search clientsSearch clients in WorkflowMax
- Search invoicesSearch invoices for given date range in WorkflowMax
- Search quotesSearch issued quotes for given date range inWorkflowMax
- Update contactUpdate Contact by UUID in WorkflowMax
Any other action you can think up
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