Basecamp 3 + Better Proposals

Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals

Do you find that details slip through the cracks and projects don't get started on time? This Zapier automation handles the first step for you by adding a to-do list to Basecamp 3 whenever a proposal is signed in Better Proposals. That way, your team can get started on the new client project immediately.

Do you find that details slip through the cracks and projects don't get started on time? This Zapier automation handles the first step for you by adding a to-do list to Basecamp 3 whenever a proposal is signed in Better Proposals. That way, your team can get started on the new client project immediately.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    Basecamp 3Basecamp 3
    Create To-Do List

    Triggers when a new to-do list is created in a to-do set.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Paid

    Triggers when a proposal is paid.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Scheduled
    Try It
  • Basecamp 3 triggers, actions, and search

    New Account

    Triggers when a new basecamp account is created.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • AccountRequired

    • ProjectRequired

    • Types

    • Events

    Trigger
    Instant
    Try It
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basecamp3 logo

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Related categories

  • Project Management

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better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management