Basecamp integration overview

Overview

Basecamp is a web-based project management platform that helps teams collaborate through to-do lists, file sharing, messaging, and scheduling. Persona’s integration with Basecamp enables you to manage to-dos directly from your workflows, allowing you to create tasks, update them, retrieve context, and mark work as complete based on Persona events. This helps teams coordinate operational work (e.g., reviews, escalations, follow-ups) without leaving Persona.

Benefits

Automated Task Creation: Create Basecamp to-dos automatically when Persona events occur (e.g., flagged accounts or manual review steps).

Improved Team Coordination: Assign tasks, set deadlines, and notify stakeholders directly within Basecamp to keep work moving.

Real-Time Updates: Keep to-do status, assignees, and timelines aligned with Persona workflows.

Reduced Manual Work: Eliminate copy/paste by mapping Persona data directly into Basecamp tasks.

Integration Features

Persona’s Basecamp integration enables workflow automation and task management across projects. Key capabilities include:

• Create & Update To-Dos: Automatically create new to-dos or update existing ones with content, assignees, and dates
• Retrieve To-Do Data: Fetch to-do details or lists to enrich workflows with current task context
• Manage Task Completion: Mark to-dos as complete when workflows reach specific outcomes
• Flexible Assignment & Scheduling: Assign users, set due dates, and notify stakeholders dynamically

Setting up the Basecamp integration

Prerequisites

To set up the Basecamp integration, ensure you have:

• Access to your Basecamp account
• Your Basecamp account ID and project (bucket) IDs
• OAuth authorization permissions for Basecamp

Setting up the Basecamp Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace
2. Select Basecamp
3. Click Add Credential
4. Enter a credential nickname and click Continue
5. When prompted, authenticate via Basecamp OAuth
6. After the credential is created, click Test to confirm it’s working

Using the Basecamp integration in a workflow

1. Create a new workflow, or open an existing workflow
2. Add a new Action step > Integrations
3. Select the Basecamp integration and choose your saved credentials
4. Select an operation (e.g., Create To-Do, Update To-Do, List To-Dos)
5. Provide required IDs (account, project, list, or to-do) and map Persona data
6. Save and publish the workflow

Basecamp Operations Overview

Persona supports multiple Basecamp API operations for managing to-dos within projects.

These actions allow you to automate task creation, updates, and completion, ensuring work is tracked and executed in Basecamp based on Persona events.

List to-dos

Retrieve all to-dos within a specific to-do list.

Configuration Steps:

Provide values for required fields:

• Account ID
• Project (Bucket) ID
• To-Do List ID

Optionally add:

• Status (archived, trashed)
• Completed (true/false)

Retrieve a to-do

Fetch detailed information about a specific to-do, including status, assignees, due dates, and completion state.

Configuration Steps:

Provide values for required fields:

• Account ID
• Project (Bucket) ID
• To-Do ID

Create a to-do

Create a new to-do in a specified to-do list from a Persona event.

Configuration Steps:

Provide values for required fields:

• Account ID
• Project (Bucket) ID
• To-Do List ID
• Content (to-do text)

Optionally add:

• Description (HTML)
• Assignee IDs (array of user IDs)
• Completion Subscriber IDs
• Notify (true/false)
• Due Date
• Start Date

Update a to-do

Update an existing to-do to reflect changes from Persona workflows.

Configuration Steps:

Provide values for required fields:

• Account ID
• Project (Bucket) ID
• To-Do ID
• Content

Optionally add:

• Description (HTML)
• Assignee IDs
• Completion Subscriber IDs
• Notify (true/false)
• Due Date
• Start Date

Note: When updating a to-do, you must include all fields you want to preserve. Omitting fields may overwrite existing values.

Complete a to-do

Mark a to-do as completed when a workflow reaches a final state.

Configuration Steps:

Provide values for required fields:

• Account ID
• Project (Bucket) ID
• To-Do ID

FAQs

Can I assign tasks to multiple users?

Yes. You can pass an array of user IDs using the assignee_ids field.

How do I mark a task as complete?

Use the “Complete a to-do” operation, which marks the task as completed without modifying other fields.

Can I filter to-dos when listing them?

Yes. You can filter by status (archived, trashed) or completion state using optional query parameters.