Basecamp – New Actions & Triggers in Workflows

Modified on Thu, 16 Oct at 8:04 AM

You can now connect Basecamp directly to your workflows - making it simple to automate project management, task creation, and communication between the Platform and Basecamp.

What’s New

Triggers (from Basecamp → Platform):

New To-do
New Comment Added
New Document
New Activity
New Message Posted
New To-do List

Actions (from Platform→ Basecamp):

Create Project
Create To-do List
Create To-do
Update To-do
Create Message
Create Campfire Message
Create Document
Add Person to Project
Find Project
Find To-do List
Find To-do
Find Document
Find Person

Why This Matters

Basecamp is a favorite for business managing client work — but until now, syncing tasks and updates required manual steps or third-party tools.

With this native integration, you can:

Automatically create projects and tasks as deals close.
Keep your CRM and project management perfectly in sync.
Reduce setup time and eliminate human error.

Example Use Cases

Client Onboarding: When a deal is marked “Closed Won,” automatically create a Basecamp project, kickoff task list, and assign your team.
Task Tracking: When a to-do is completed in Basecamp, update contact status or send an internal notification in the software.
Form Intake Automation: When a new form submission comes in, create a Basecamp to-do and attach client details automatically.

How to Connect

In Workflows, search for “Basecamp.”
Select a trigger or action → click Connect Now.
Log in with your Basecamp account.
You can also connect through Settings → Integrations → Basecamp.

Notes & Details

Basecamp triggers are instant via webhooks — no polling delays.
Works seamlessly across business accounts for both client and internal project workflows.
Sync Direction: Current release supports one-way sync (Basecamp → the software for triggers, the software → Basecamp for actions).