Basin + Deskera Integration

Connect Basin to Deskera - Automate your workflows in 1-click

With Basin automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Basin & Deskera using Integrately.
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Ready Workflows For Basin + Deskera Integration

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Basin + Deskera Integration

Create Deskera contact for new Basin form response

When someone completes your Basin, a new contact is automatically created in your Deskera. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Basin is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Basin - Deskera integration set up makes it easy to manage your customer relationships and grow your business.
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Basin + Deskera Integration
1.
  • Basin
    Form is submitted in Basin

    Triggers the automation when a new form is submitted

  • Deskera
    Contact is created in Deskera

    Triggers the automation when a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation when a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation when a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation when a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation when a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation when a payment entry is created

2.
  • Deskera
    Search invoice in Deskera

    Searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Creates a new payment entry

  • Deskera
    Create contact in Deskera

    Adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Adds a new contact to the crm contact list

  • Deskera
    Search product in Deskera

    Searches for a product

  • Deskera
    Create product in Deskera

    Generates and launch new products

  • Deskera
    Create account in Deskera

    Generates a new account

  • Deskera
    Search account in Deskera

    Searches for account information

  • Deskera
    Create quotation in Deskera

    Generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Updates contact information with new details

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