Use Basecamp Triggers and Actions in Workflows

Basecamp steps let your workflow start client delivery the moment a sale closes and react when your team posts updates in a project.

Triggers

These fire immediately through webhooks: New To-do, New To-do List, New Comment Added, New Document, New Message Posted, and New Activity in a project.

Actions

• Create: Create Project, Create To-do List, Create To-do, Create Message, Create Campfire Message, Create Document.
• Update: Update To-do, Add Person to Project.
• Find: Find Project, Find To-do List, Find To-do, Find Document, Find Person.

The Find actions are useful for searching before creating, so you avoid duplicates.

Connect and build

1. In Automation > Workflows, add a Basecamp trigger or action and click Connect Now.
2. Sign in to Basecamp and approve access. Alternatively use Settings > Integrations.
3. For a trigger, choose the project, run Test Trigger, and map the sample fields.
4. For an action, select the project and list, then map titles, assignees, and due dates.
5. Save and publish.

Notes

• Connections belong to the account where you authorize them, so repeat the connection wherever you need Basecamp.
• Some features depend on the Basecamp plan you hold.

Example

When a Payments invoice is paid, create a Basecamp project, add a to-do list named "Kickoff," and add the client as a person.

Good to know: Put Find Project before Create Project so reruns do not make a second copy.