Insightly and Basecamp Integration

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Automatically create Basecamp projects from new Insightly opportunities and track project progress within Insightly. Latenode's low-code editor and affordable execution pricing makes complex Insightly and Basecamp automations attainable.

Swap Apps

Insightly

Basecamp

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Basecamp

Create a New Scenario to Connect Insightly and Basecamp

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Basecamp will be your first step. To do this, click "Choose an app," find Insightly or Basecamp, and select the appropriate trigger to start the scenario.

Add the Insightly Node

Select the Insightly node from the app selection panel on the right.

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Insightly

Configure the Insightly

Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Insightly

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Run node once

Add the Basecamp Node

Next, click the plus (+) icon on the Insightly node, select Basecamp from the list of available apps, and choose the action you need from the list of nodes within Basecamp.

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Basecamp

Authenticate Basecamp

Now, click the Basecamp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basecamp settings. Authentication allows you to use Basecamp through Latenode.

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Configure the Insightly and Basecamp Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Basecamp

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The action ID

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Run node once

Set Up the Insightly and Basecamp Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Insightly, Basecamp, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Insightly and Basecamp integration works as expected. Depending on your setup, data should flow between Insightly and Basecamp (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Insightly and Basecamp

Insightly + Basecamp + Slack: When a deal is created in Insightly, a new project is created in Basecamp, and a message is sent to a Slack channel to notify the team.

Basecamp + Insightly + Google Calendar: When a new project is created in Basecamp, a corresponding task is created in Insightly, and a kickoff meeting is scheduled in Google Calendar.

Insightly and Basecamp integration alternatives

About Insightly

Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.

About Basecamp

Integrate Basecamp with Latenode to automate project updates and task management. Automatically create Basecamp to-dos from new leads or form submissions. Use Latenode's visual editor to sync tasks across platforms, notify teams, and ensure project milestones trigger downstream processes โ€” all without manual updates.

See how Latenode works

FAQ Insightly and Basecamp

How can I connect my Insightly account to Basecamp using Latenode?

To connect your Insightly account to Basecamp on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Insightly and click on "Connect".
  • Authenticate your Insightly and Basecamp accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Basecamp projects from new Insightly opportunities?

Yes, you can! Latenode's visual editor makes it easy to automate project creation, ensuring seamless transition from sales to project management. Save time and reduce manual data entry with ease.

What types of tasks can I perform by integrating Insightly with Basecamp?

Integrating Insightly with Basecamp allows you to perform various tasks, including:

  • Create new Basecamp projects when a new opportunity is won in Insightly.
  • Update Basecamp project status when an Insightly opportunity reaches a specific stage.
  • Automatically create tasks in Basecamp from Insightly contacts.
  • Sync contact information between Insightly and Basecamp.
  • Trigger custom notifications in Basecamp based on Insightly events.

How can I customize Insightly data before sending it to Basecamp?

Latenode lets you transform data with JavaScript, AI, and no-code blocks, ensuring Basecamp receives perfectly formatted information every time.

Are there any limitations to the Insightly and Basecamp integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both platforms.
  • Custom fields require careful mapping for accurate data transfer.

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