Integrations

Shoeboxed Integrations & Connections | Connect and Automate

Discover powerful Shoeboxed integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.

Shoeboxed
Todoist
ZapierZapier

Create new tasks in Todoist from new tasks in BasicOps

When a new task is created in BasicOps, this workflow ensures a corresponding task is immediately set up in Todoist. This automation bridges the two apps, helping you effectively manage your to-do list without switching between platforms. Stay organized and boost your productivity seamlessly.

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ThriveCart
Shoeboxed
ZapierZapier

Create new BasicOps projects from templates whenever a product purchase occurs in ThriveCart

Streamline your project management with this efficient workflow. When a new product is purchased from ThriveCart, a project from a template is instantly created in BasicOps. This eliminates the need for manual data entry, saving you time and ensuring that each project starts off on the right foot. Improve productivity and maintain organization in your business process with this seamless integration.

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Shoeboxed
Slack
ZapierZapier

Send Slack channel messages when new BasicOps tasks are updated

This integration will notify a chosen Slack channel whenever there is an update to a BasicOps task. Use this if you want to keep external users informed about any project updates, or use it to create a public feed of user activity.

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Shoeboxed
Salesforce CRM
ZapierZapier

Find and update Salesforce records for newly completed BasicOps tasks

When you complete a new task in BasicOps, this Zapier template finds the corresponding record in Salesforce based on a search value, and then updates the record. This can be used to set the date of completed onboarding for an account record in Salesforce.

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Gmail
Shoeboxed
ZapierZapier

Create BasicOps tasks by starring Gmail emails

When you star a recent email in Gmail a task is automatically created in BasicOps. The email's subject, message and attachments are stored in the task's title, description and files. Use this integration to make life easier when following up on your incoming emails.

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HubSpot
Shoeboxed
ZapierZapier

Create BasicOps projects from newly updated deal stages in HubSpot

This Zapier template will create a BasicOps project whenever a new HubSpot deal enters a specific stage. Use this template to automatically create an onboarding project or deal room when a certain deal stage is achieved.

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