Basecamp Actions & Triggers in Workflows

Connect Basecamp to Patient Copilot to automate project setup, tasks, and team communication in real time. This guide mirrors the Typeform article’s structure and covers instant Basecamp → Patient Copilot triggers, all available Basecamp actions you can run from a workflow, and step‑by‑step setup. You’ll also find mapping tips, billing notes, and related resources so your team can launch confidently. * * * ## What is the Basecamp Integration in Workflows? Patient Copilot’s native Basecamp integration lets you react to Basecamp activity instantly and perform Basecamp tasks directly from a workflow. Use Basecamp triggers (like New To‑do or New Message Posted) to enroll records the moment activity happens, and add Basecamp actions (like Create Project, Create/Update To‑do, Create Message, Create Document) to streamline onboarding, task tracking, and client delivery. * * * ## Key Benefits of the Basecamp Integration - Faster handoffs: Automatically create projects, to‑do lists, and tasks when deals move to delivery. - Instant triggers: Webhook‑based triggers fire immediately—no polling delays. - Fewer duplicates: “Find” actions (Project/List/To‑do/Person/Document) let you search first, then create only when needed. - Flexible plans: Works with Basecamp’s free and paid plans (feature availability depends on your Basecamp plan). - Predictable costs: Basecamp triggers/actions are premium and billed per execution under Workflow Pro tiers; agencies can optionally rebill. * * * ## Triggers & Actions Triggers (Basecamp → Patient Copilot) These events enroll records into a workflow the moment they occur in Basecamp. | Trigger | Fires when | | --- | --- | | New To‑do | A new to‑do is created in Basecamp. | | New Comment Added | A comment is added to a to‑do or message. | | New Document | A new document is created. | | New Activity | New activity occurs in a Basecamp project (project‑level event). | | New Message Posted | A new message is posted in a project. | | New To‑do List | A new to‑do list is created. | Actions (Patient Copilot → Basecamp) Run these steps in workflows to create, update, or look up items inside Basecamp. | Action | Purpose / Example uses | | --- | --- | | Create Project | Create a new project (blank or from a template, where supported). | | Create To‑do List | Create a list inside a specific project. | | Create To‑do | Add a task to a selected to‑do list (title, due date, assignee, etc.). | | Update To‑do | Modify an existing task’s fields (title, due date, assignee, status). | | Create Message | Post to a project’s message board. | | Create Campfire Message | Send a chat message to a project’s Campfire room. | | Create Document | Create a text note or file entry in a project. | | Add Person to Project | Add a team member or client to a project. | | Find Project | Locate an existing project to reference later steps and prevent duplicates. | | Find To‑do List | Locate an existing to‑do list for downstream mapping. | | Find To‑do | Locate a to‑do by name/ID so you can update it reliably. | | Find Document | Locate an existing document to link/update. | | Find Person | Locate a Basecamp user/client to add/assign. | * * * ## How To Set Up the Basecamp Integration Connect Basecamp (two paths) 1. From a Trigger/Action step - In Workflows → open or create a workflow. - Click + Add Trigger (or + Add Action) and search Basecamp. - Choose a Basecamp trigger or action, then click Connect Now. - Sign in to Basecamp and authorize Patient Copilot.!(https://assets.patientcopilot.ai/0d96f5ea6eb34e56.png) 2. From Settings → Integrations - Go to Settings → Integrations, locate Basecamp, and complete the OAuth connection. - Note: Connections are per sub‑account (location). Install/bulk install does not auto‑connect every location—authorize in each sub‑account that needs Basecamp.!(https://assets.patientcopilot.ai/34e375c66575abae.png) ## Build your first flow 1. From the desired sub‑account, go to Automations → Workflows and click Create Workflow (or open an existing one).!(https://assets.patientcopilot.ai/0a42631d6444f7da.png) 2. Add a Basecamp Trigger (e.g., New To‑do) and select the target project or scope (as required).!(https://assets.patientcopilot.ai/00f5903476644159.png)!(https://assets.patientcopilot.ai/b6da6fcc0abe4d25.png) 3. Add Basecamp Actions (e.g., Find Project → If Not Found → Create Project, then Create To‑do List → Create To‑do).!(https://assets.patientcopilot.ai/835e5105f64c331f.png)!(https://assets.patientcopilot.ai/85fba64bfd25ff93.png) 4. Add internal follow‑ups (e.g., Notify User, Send Email, Update Opportunity). 5. Publish and perform a one‑time event (e.g., create a to‑do in Basecamp) to verify entries appear in Execution Logs. * * * ## Use Cases ### Use Case 1: Create To‑do + Project Document from a Patient Copilot Form - Goal: Turn a submitted intake form into actionable Basecamp work and documentation. - Workflow Setup: - Trigger: Form Submitted - Filter: Form Name = “Project Intake Form” - Actions: Create To‑do (Basecamp), Create Document (Basecamp), Notify User - Example: A client submits the “Project Intake” form. A task appears in Basecamp (“Create workspace for Client X”), a document is created with the form answers, and your team is notified to kick off.!(https://assets.patientcopilot.ai/f8a9484bec27194d.png) ### Use Case 2: AI Kickoff Brief on “Closed Won” - Goal: Generate a project summary via AI, store it in Basecamp, and alert the team. - Workflow Setup: - Trigger: Opportunity Stage Changed (Stage = Closed Won) - Filter: Opportunity Stage = “Closed Won” - Actions: GPT (OpenAI) → Create Document (Basecamp) → Notify User - Example: When the deal closes, AI drafts a kickoff brief using opportunity details. The brief is saved as a Basecamp document and the onboarding team is notified. !(https://assets.patientcopilot.ai/54ce2f4468372941.png) ### Use Case 3: Create To‑do List + Task from a Patient Copilot Form - Goal: Stand up a fresh list with a first task whenever a request form is submitted. - Workflow Setup: - Trigger: Form Submitted - Filter: None - Actions: Create To‑do List (Basecamp) → Condition → Create To‑do (Basecamp) - Example: On submission, a new list “Website Redesign – Client ABC” is created. If successful, a task “Assign designer & schedule kickoff” is added so work can begin immediately. !(https://assets.patientcopilot.ai/0bffba172da7e963.png) * * * ## Frequently Asked Questions Q: Do I need a paid Basecamp plan? The integration works with Basecamp’s free and paid plans. Advanced Basecamp features still follow your Basecamp subscription limits. **Q: Can I sync data both ways between Basecamp and Patient Copilot? **The integration currently supports one-way sync. You can trigger workflows when events happen in Basecamp or perform actions in Basecamp from Patient Copilot. For full bi-directional syncing, use middleware platforms like Make or Zapier. Q: Are the Basecamp steps premium‑billed in Patient Copilot? Yes. Basecamp triggers and actions are premium and billed per execution at your account’s standard rate. Agencies can optionally rebill sub‑accounts. Q: Can I create a project from a template? Yes. Create Project supports creating from a template when available in your Basecamp account. Q: Where do I troubleshoot failures? Open Execution Logs to review the specific step error (e.g., invalid ID, missing permission). If authorization expired, reconnect Basecamp under Settings → Integrations and re‑run a test. Q: Can I connect multiple Basecamp accounts? Yes. Authenticate the appropriate Basecamp account per sub‑account and select the desired connection in each action/trigger step. * * * ## Related Articles - Marketplace Apps – Managing External Connections