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Basecamp 2
Salesforce

Connect Basecamp 2 and Salesforce

Explore ready-made Basecamp 2 and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate Basecamp 2 with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Basecamp 2
Trigger: Watch calendar events
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new calendar event is added or an existing calendar event is updated in a calendar being watched.

  • Triggers when a new calendar is added or an existing calendar is updated in a project being watched.

  • Triggers when a new document is added or an existing document is updated in a project being watched.

  • Triggers when a new event is added to a project being watched.

  • Triggers when a new file is added to a project being watched.

  • Triggers when a new To-Do list is added or an existing To-Do list is updated in a project being watched.

  • Triggers when a new To-Do is added or an existing To-Do is updated in a project being watched.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Basecamp 2 and Salesforce.

Bulk create records (advanced)
Creates multiple records.
Action
Create a calendar
Action
Create a document
Action
Create a message
Action
Create a new calendar event
Action
Create a record
Creates a new record in an object.
Action
Create a To-Do
Action
Create a To-Do list
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.