When you add a new client to your project tracker in Basecamp, Make automatically triggers a personalized email sequence in your email tool. Each email uses the client's name, company, and project details — no copy-pasting required.
Set up a new client project template in Basecamp with a custom field for client email
Open Make and create a new scenario (a workflow that runs automatically)
Set the trigger to 'New Project Created' in Basecamp
Add an action to send an email using Gmail or Outlook with client name and project details pulled from Basecamp
Add a delay step and a second email action to send a follow-up onboarding checklist 2 days later
Test the scenario with a dummy client and turn it on
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time writing emails by hand and get new clients onboarded faster.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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