HubSpot integration with BasicOps
How to Create BasicOps projects from newly updated deal stages in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create BasicOps projects from newly updated deal stages in HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BasicOps integrations
BasicOps actions
Nekton can use any feature that is available in BasicOps API.
Using our advanced AI, you can easily create custom automations for BasicOps.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a Project
Create Section
Creates a Section.
Create Task
Creates a Task.
Update Section
Updates a Section.
Find Project
Find project from ID or name
Find Task
Find task from ID or name
About BasicOps
BasicOps is the online project management tool that empowers hybrid teams to collaborate on projects, tasks, files and notes all in one place and in real time.