Basecamp: actions and triggers in CrocoClick automations

Discover how to use Basecamp with CrocoClick: triggers, actions and automation examples to synchronize sales and project management.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Basecamp integration allows you to connect CrocoClick to Basecamp in order to automate the creation of project elements (messages, to-dos, events) and trigger CrocoClick automations from Basecamp activities.

This integration is used to link sales management in CrocoClick with project management and execution in Basecamp.

Typical use cases

Automatically create a Basecamp project when a sale is won.
Add to-dos or template task lists for each new customer.
Notify the Basecamp team when an appointment is scheduled.
Synchronize customer progress without manual entry.

Basecamp triggers

Basecamp → CrocoClick Automations

Triggers allow you to launch a CrocoClick automation when an event occurs in Basecamp.

Available triggers

	TriggerDescription
New Project	A new project is created in Basecamp
New message	A message is posted in a project
New comment	A comment is added to an item
New to-do/to-do list	Creation of a task or to-do list
New schedule event	Creation of an event in the schedule

The available triggers depend on the permissions granted and the Basecamp projects accessible.

Basecamp actions

CrocoClick → Basecamp automations

Actions allow CrocoClick to create or modify items in Basecamp.

Available actions

	ActionDescription
Create a project	Creates a new Basecamp project
Create a to-do list	Creates a list of tasks
Create a to-do	Add a task to a list
Create a message	Post a message in a project
Add a comment	Adds a comment to an item
Create a schedule event	Adds an event to the schedule
Search for a project/item	Search according to available options

Connect to Basecamp

To connect Basecamp to CrocoClick:

Go to Settings → Integrations.
Select Basecamp.
Click Connect and authorize access.
Select the project or destination when configuring actions.

The connection can also be made directly when creating an automation using Basecamp.

Automation example: creating a client project

Objective
Automatically create a Basecamp project when a sale is won.

Configuration

Trigger
Opportunity changed to Won status in CrocoClick.
Actions
- Create a Basecamp project in the client's name.
- Create an "Onboarding" to-do list.
- Add standard to-dos (kick-off, access, delivery).
- Post a message with instructions for the team.

Result: each new client immediately has a structured project space in Basecamp.

Best practices

Use a stable identifier (opportunity ID, standardized customer name) to avoid duplicates.
Add a research stage before a creation stage if automation can be restarted.
Centralize business logic in CrocoClick and execution in Basecamp.
Document critical automations.

Troubleshooting

I can't see Basecamp projects

Verify that the logged-in Basecamp user has access to the projects.
Verify that the integration is still authorized in Basecamp.
Reconnect the integration if necessary.