Update customer records when onboarding tasks complete
When an account setup task is marked complete in Basecamp, automatically update the customer status in Trolley to mark onboarding as finished.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Trolley Explore Trolley →
TriggersFires when a new customer is created in Trolley.
Fires when a subscription is canceled in Trolley.
Fires when a new invoice is generated in Trolley.
Fires when a payment attempt fails in Trolley.
Creates a new customer in Trolley.
Creates a new subscription in Trolley.
Cancels an existing subscription in Trolley.
Updates a customer's billing details in Trolley.
Basecamp Explore Basecamp →
TriggersFires when a new task, job or item is created in Basecamp.
Fires when a task in Basecamp is marked complete.
Fires when a task's due date in Basecamp is coming up.
Fires when a task, job or project changes status in Basecamp.
Creates a new task, job or item in Basecamp.
Updates a task's status or assignee in Basecamp.
Posts a comment on a task in Basecamp.
Assigns a task in Basecamp to a team member.
More Trolley + Basecamp workflows
Create onboarding task lists for new customers
When a new customer signs up in Trolley, automatically create an onboarding task in Basecamp so team members can kick off setup.
See details
Alert team members on payment failures
When a payment fails in Trolley, automatically add an urgent comment to the customer's account task in Basecamp for account management intervention.
See details
See all Trolley + Basecamp integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update customer records when onboarding tasks complete” between Trolley and Basecamp?
Yes — describe it in the box above and Knit's Integrations Agent researches Trolley and Basecamp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How can Basecamp and Trolley streamline client onboarding?
When a new subscription or customer is created in Trolley, Basecamp can automatically create task lists to kick off technical setup and client onboarding.
Can payment issues in Trolley flag team members in Basecamp?
Yes, if a payment fails in Trolley, an urgent comment or task update can automatically be added in Basecamp so account managers can follow up immediately.