DealMachine Basecamp

DealMachine + Basecamp Integrations, Built by an AI Agent

Put DealMachine + Basecamp to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DealMachine and Basecamp below — describe the exact one you want above and the Agent builds it on demand.

DealMachine + Basecamp When a prospect is tagged in DealMachine, post a message or project update in Basecamp. See details
Generate project tasks when deals are won When a deal is won in DealMachine, automatically create a project task in Basecamp to kick off client onboarding. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Basecamp, automatically log the activity in DealMachine on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with DealMachine and Basecamp?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DealMachine and Basecamp

Everything DealMachine and Basecamp can do inside a workflow — the triggers that start one and the actions that run when it fires.

DealMachine Explore DealMachine →

DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.

Triggers
New Prospect

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Note Added to Prospect

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Prospect Status Changed

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Prospect Tagged

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Actions
Add File to Prospect

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Add Note to Prospect

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add Prospect

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Add Tag to Prospect

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

Add to List

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Change Prospect Status

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

Basecamp Explore Basecamp →

An all-in-one project management and team communication software that organizes tasks, schedules, and file sharing.

Triggers
New Account

Triggers when a new basecamp account is created.

New Activity

Triggers when any activity happens in a basecamp.

New Comment

Triggers when a new comment is created in a basecamp.

New Document

Triggers when a new document is created in a folder.

New Message

Triggers when a new message is created in a basecamp.

New Person

Triggers when a new person is available in the account.

Actions
Create Campfire Message

Creates a Campfire message.

Create Document

Creates a new document in a folder.

Create Message

Creates a new message in a message board.

Create Comment on Message

Creates a new comment in a message.

Add Person to a Project

Adds or creates a new person to an existing project.

Create Project

Creates a new project.

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about DealMachine + Basecamp

Is there a pre-built DealMachine + Basecamp automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DealMachine and Basecamp's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DealMachine or Basecamp connector?

No. The Agent works whether or not DealMachine or Basecamp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Basecamp and DealMachine help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in DealMachine automatically spin up project tasks?

Yes, when a deal is won or changes stages in DealMachine, you can instantly create initial project tasks in Basecamp.

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