STEP 1
Connect AgencyZoom and Basecamp
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and Basecamp Integration
Build project management workflows between AgencyZoom and Basecamp on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about AgencyZoom and Basecamp
Detailed info you need to know about AgencyZoom and Basecamp integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
How to connect AgencyZoom to Basecamp
Set up your AgencyZoom and Basecamp integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Basecamp nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgencyZoom and Basecamp. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Basecamp work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Basecamp that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggersBasecamp actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
Basecamp modules
- Add People to AccountInvites one or more people to the account and optionally to projects.
- Archive ProjectArchives a project so it becomes read-only.
- Archive RecordingArchives an item such as a to-do list, message, or document.
- Complete SubtaskMarks a subtask as completed.
- Complete To-doMarks a to-do as completed.
- Create BoostAdds a boost to an item.
- Create CardCreates a new card in a card table column.
- Create Card ColumnCreates a new column in a card table.
- Create CommentAdds a comment to a to-do, message, card, or other item.
- Create DocumentCreates a new document in a folder.
- Create MessagePosts a new message to a message board.
- Create Message TypeCreates a new message type in a project.
- Create ProjectCreates a new project.
- Create Project from TemplateStarts creating a new project from a template.
- Create QuestionCreates a new automatic check-in question.
- Create Question AnswerPosts an answer to a check-in question.
- Create Schedule EntryCreates a new event on a schedule.
- Create SubtaskCreates a new subtask on a to-do or card.
- Create Timesheet EntryLogs time spent on a to-do or other item.
- Create To-doCreates a new to-do in a to-do list.
- Create To-do ListCreates a new to-do list in a project.
- Create To-do List GroupCreates a new group inside a to-do list.
- Create UploadAdds an uploaded file to a folder.
- Create Upload VersionReplaces an uploaded file with a new version.
- Create VaultCreates a new folder inside a folder.
- Delete Campfire LineDeletes a Campfire line.
- Delete ProjectMoves a project to the trash.
- Delete RecordingMoves an item such as a to-do, message, or file to the trash.
- Delete SubtaskDeletes a subtask.
- Delete Timesheet EntryDeletes a logged time entry.
- Get AccountReturns the Basecamp account the connection belongs to.
- Get Account EventsReturns one page of the account-wide activity feed with a position to resume from.
- Get CampfireReturns a single Campfire chat.
- Get Campfire LineReturns a single Campfire line.
- Get CardReturns a single card with its steps.
- Get Card ColumnReturns a single card table column.
- Get Card TableReturns a card table with its columns.
- Get CommentReturns a single comment.
- Get DocumentReturns a single document.
- Get ForwardReturns a single forwarded email.
- Get InboxReturns the email forwards inbox of a project.
- Get MessageReturns a single message.
- Get Message BoardReturns the message board of a project.
- Get My ProfileReturns the profile of the connected user.
- Get PersonReturns a single person.
- Get ProjectReturns a single project with its tools.
- Get Project ConstructionReturns the progress of a project being created from a template.
- Get Project TimesheetRetrieves a list of the time entries logged in a project.
- Get QuestionReturns a single check-in question.
- Get Question AnswerReturns a single answer to a check-in question.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Basecamp integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and Basecamp.
Connect your AgencyZoom and Basecamp accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Add People to Account" in Basecamp. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Basecamp has 143 actions (including Add People to Account, Archive Project, and Archive Recording). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgencyZoom-to-Basecamp automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgencyZoom (or Basecamp) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgencyZoom + Basecamp automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgencyZoom and Basecamp integration.
- AgencyZoom and Basecamp integration source code, module specs and credentials implementation.
- Our AgencyZoom and Basecamp integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Basecamp — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgencyZoom integration information
- Basecamp integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library