Introduction
The Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform. Whether you’re coordinating client projects, collaborating with teams, or tracking tasks, this integration connects your CRM automation with Basecamp’s to-dos, messages, and documents.
Why It Matters
With this integration, agencies, marketers, and SMBs can:
Automatically create to-dos, projects, and schedules in Basecamp directly from events.
Keep project collaboration in sync with CRM updates and client interactions.
Save time by reducing manual setup and communication tasks.
Triggers and Actions
Triggers (Basecamp → Luubu)
These are events in Basecamp that can initiate workflows in Luubu:
| Trigger Name | Description |
|---|---|
| New To-do | Fires when a new to-do is created in Basecamp. |
| New Comment Added | Fires when a comment is added to a to-do or message. |
| New Document | Fires when a new document is created. |
| New Activity | Fires when there is new activity in a Basecamp project. |
| New Message Posted | Fires when a new message is posted in Basecamp. |
| New To-do List | Fires when a new to-do list is created. |
Actions (Luubu → Basecamp)
These are actions your CRM can execute in Basecamp through workflows:
| Action Name | Description |
|---|---|
| Create To-Do List | Creates a new to-do list inside a specific BaseCamp project. Useful for grouping related tasks. |
| Create To-Do | Adds a new to-do item within an existing to-do list in BaseCamp. Ideal for assigning specific work items. |
| Create Message | Posts a message in a BaseCamp project’s message board for team-wide communication. |
| Create Campfire Message | Sends a message in a BaseCamp Campfire chat room for real-time discussion. |
| Update To-Do | Updates the details of an existing to-do (e.g., title, due date, assignee, or status). |
| Add Person To Project | Adds a new person (team member or client) to a specific BaseCamp project. |
| Create Document | Creates a new document (text note or file entry) within a BaseCamp project. |
| Find To-Do | Searches for a specific to-do item by name, ID, or filters like status and project. |
| Find Project | Locates a specific BaseCamp project based on name or ID for use in later steps. |
| Find To-Do List | Searches for a specific to-do list in BaseCamp by name or project reference. |
| Create Project | Creates a new project in BaseCamp, optionally from a template or blank setup. |
| Find Person | Searches for a person (team member or client) in your BaseCamp account by name or email. |
| Find Document | Finds an existing document or file stored within a BaseCamp project. |
Getting Started
Search in Workflows
Open your workflow builder and search for any Basecamp actions or triggers you’d like to add.
Connect Your Account
If your Basecamp account is already connected, you’ll see the configuration options immediately.
If not, click Connect Now and complete the integration setup.
Alternative Method
Navigate to Settings → Integrations, find Basecamp, and complete the authorization process.
Once connected, you’ll be able to seamlessly add Basecamp triggers and actions to your automations.
How Basecamp Triggers Work
Basecamp triggers rely on webhooks through Basecamp’s API. When a trigger condition is met (like a new to-do or a new message), your CRM immediately processes the event and initiates the workflow.
Setup Instructions:
Choose a trigger (e.g., New To-do).
Name your trigger and click Test Trigger.
Your CRM will fetch metadata from Basecamp to enable field mapping in your workflow actions.
Common Use Cases
Use Case 1: Create Basecamp To-do and Project Document from Luubu Form Submissions
Goal: Automatically create a Basecamp To-do and a supporting document when a form is submitted, and notify the internal team.
Trigger: Form Submitted
Filter: Form Name = “Project Intake Form”
Actions: Create To-do (Basecamp), Create Document (Basecamp), Internal Notification
Example:
W