Less admin, more impact
Automate tasks, labels, and handoffs as deals move through your pipeline. Create recurring work, set due dates and priorities automatically, and keep everything in sync with Zapier—so your team can focus on the real work.
Create Recurring Tasks
Integrate With Zapier
Automate Your Pipeline Stages
When your pipeline needs babysitting, momentum dies
Moving deals between stages shouldn’t trigger a checklist of admin. Yet teams still create tasks by hand, adjust labels, and chase follow‑ups. Work gets delayed, context goes missing, and opportunities stall.
Triggers on stages and time, actions across tasks, labels, and more
Basecamp OS Automation Workflows let you define rules that fire when deals change stage—or after a set time in a stage. Automatically create tasks with due dates and priorities, add or remove labels on deals, contacts, and companies, and spin up recurring tasks to keep routines on track.
Automatic task & label creation
Stage & time based triggers
Recurring tasks for recurring jobs
Built in notifications & alerts
Activity logs for every automation
Zapier integration to sync elsewhere
Fewer clicks, faster follow‑ups, cleaner data
Your team spends less time on admin and more time on high‑value work. Follow‑ups happen on time, labels stay accurate, and routines run reliably—so deals move faster and nothing slips through the cracks.
Enhance your Workflow
Basecamp OS is the Swiss Army Knife for your business
Put your pipeline on autopilot
Set stage triggers, build your first workflow, and connect Zapier in minutes
Join The Adventure