What the Basecamp Integration Does
The Basecamp integration supports two automation directions:
Basecamp trigger to Kyrios workflow: A supported event occurs in Basecamp and enrolls a record into a Kyrios workflow.
Kyrios workflow action to Basecamp: A Kyrios workflow creates, updates, or locates information in Basecamp.
The integration does not continuously synchronize every field between both systems. Each trigger and action runs only when its configured workflow conditions are met.
Basecamp Integration Benefits
Faster project handoffs
A workflow can create Basecamp projects, to-do lists, to-dos, messages, or documents when a customer reaches a defined point in your Kyrios process.
Event-based automation
Supported Basecamp events can start workflows when Basecamp activity occurs. Trigger timing depends on the selected event. Some triggers are marked Instant, while others may use scheduled polling.
Duplicate prevention
Use a Basecamp Find action before a Create action to determine whether a project, to-do list, to-do, person, or document already exists.
Flexible workflow design
Basecamp actions can be combined with Kyrios conditions, internal notifications, opportunity updates, AI actions, email, SMS, and other workflow steps.
Premium execution visibility
Basecamp triggers and actions may be identified as premium workflow steps. Premium actions can create additional charges each time the step executes. Review the notice displayed in the workflow action before publishing.
Supported Basecamp Triggers
A Basecamp trigger starts a Kyrios workflow when the selected Basecamp event occurs. Available triggers can include:
New To-Do: Starts the workflow when a new to-do is created.
New Comment Added: Starts the workflow when a new comment is added.
New Document: Starts the workflow when a new document is created.
New Project: Starts the workflow when a new project is detected.
New Message Posted: Starts the workflow when a new message is posted.
New Activity: Starts the workflow when supported project activity occurs.
New To-Do List: Starts the workflow when a new to-do list is created.
The trigger list displayed in your account is the authoritative list of triggers currently available to you.
Supported Basecamp Actions
A Basecamp action performs a task in Basecamp from a Kyrios workflow. Available actions can include:
Create Project: Creates a Basecamp project.
Create To-Do List: Creates a to-do list inside a selected project.
Create To-Do: Creates a to-do inside a selected to-do list.
Update To-Do: Updates an existing Basecamp to-do.
Create Message: Posts a message to a Basecamp project.
Create Campfire Message: Posts a message to a Basecamp Campfire conversation.
Create Document: Creates a document in a Basecamp project.
Add Person to Project: Adds a selected person to a Basecamp project.
Find Project: Locates an existing Basecamp project.
Find To-Do List: Locates an existing to-do list.
Find To-Do: Locates an existing to-do.
Find Person: Locates an existing Basecamp person.
Find Document: Locates an existing Basecamp document.
The action list displayed in your account is the authoritative list of actions currently available to you.
Connect Basecamp from Settings
Use this method when you want to establish the Basecamp connection before building a workflow.
Open the Kyrios account that will use Basecamp.
Go to Settings.
Select Integrations.
Locate the Basecamp integration.
Click Connect.
Sign in to the appropriate Basecamp account.
Approve the requested permissions.
Return to Kyrios and confirm that Basecamp shows as connected.
Basecamp authorization is configured for the current Kyrios account. Connect Basecamp separately in every Kyrios account that needs to use the integration.
Connect Basecamp from a Workflow
Use this method when Kyrios prompts you to connect Basecamp while adding a trigger or action.
Go to Automation > Workflows.
Open an existing workflow or create a workflow.
Add a Basecamp trigger or action.
Click Connect Now when the connection prompt appears.
Sign in to the appropriate Basecamp account.
Approve the requested permissions.
Return to the workflow.
Select the connected Basecamp account in the trigger or action settings.
Open or Create a Workflow
Open the Kyrios account where Basecamp is connected.
Go to Automation.
Select the Workflows tab.
Click Create Workflow to start a new workflow, or select an existing workflow from the list.
Open the workflow builder.
The workflow must be created in the same Kyrios account where the Basecamp connection is authorized.
Add a Basecamp Trigger
Open the workflow builder.
Click Add New Trigger.
Search for Basecamp.
Expand the Basecamp trigger list.
Select the event that should start the workflow.
Configure the trigger name.
Select the Basecamp account.
Select the project or other required filters.
Click Save Trigger.
The available filters depend on the selected trigger. For example, a New To-Do trigger can require a Basecamp account and project.
Add a Basecamp Action
Click the + icon at the position where the action should run.
Search for Basecamp.
Expand the Basecamp action list.
Select the required action.
Select the connected Basecamp account.
Complete all required Basecamp fields.
Add Kyrios custom values when the action should use data from the workflow.
Click Save Action.
A crown or premium indicator identifies an action that may create an additional execution charge.
Configure a Create To-Do List Action
The Create To-Do List action creates a new list inside a selected Basecamp project.
Add the Create To-Do List Basecamp action.
Enter an Action Name.
Select the Basecamp Account ID.
Select the Basecamp Project ID.
Select the required to-do set.
Enter the new list name.
Enter an optional description.
Use custom values when the name or description should include workflow data.
Click Save Action.
The action is premium when the configuration screen displays a premium-action notice. Each successful execution may create an additional charge.
Prevent Duplicate Basecamp Records
Use a Find action before a Create action when the workflow may process the same project, person, to-do list, to-do, or document more than once. A duplicate-prevention workflow can use this structure:
Add a Find Project, Find To-Do List, Find To-Do, Find Person, or Find Document action.
Search using a reliable value, such as an external ID, project name, or mapped workflow value.
Add a condition after the Find action.
Continue with the existing record when a matching record is found.
Run the appropriate Create action only when no matching record is found.
Use a unique identifier whenever possible. Names alone may not be unique.
Test and Publish the Workflow
Save every Basecamp trigger and action.
Use workflow test data where available.
Perform the event that should start the workflow.
Open Execution Logs.
Confirm that the trigger enrolled the expected record.
Open each Basecamp step and review its status.
Confirm that the expected item appears in Basecamp.
Correct any failed step before publishing.
Change the workflow from Draft to Publish when testing is complete.
A workflow left in Draft does not process live events.
Use Case: Create a Basecamp To-Do and Document from a Form
Use this workflow when a submitted intake form should create Basecamp work and supporting documentation. Trigger: Form Submitted. Recommended filter: Form is the required intake form.
Actions:
Create To-Do in Basecamp.
Create Document in Basecamp.
Send an internal notification.
Example result: A customer submits a project intake form. Kyrios creates a Basecamp to-do for the required work, creates a document containing the submitted details, and notifies the assigned team.
Use Case: Create an AI Kickoff Brief After a Closed Opportunity
Use this workflow when a completed sale should generate a kickoff summary for the delivery team. Trigger: Opportunity Changed. Recommended filter: Opportunity stage is the required closed or won stage.
Actions:
Run the GPT-powered action using opportunity and contact details.
Create a Basecamp document containing the generated kickoff brief.
Send an internal notification.
Example result:
When an opportunity reaches the selected stage, Kyrios generates a kickoff brief, creates the brief as a Basecamp document, and alerts the onboarding team.
Use Case: Create a To-Do List and First Task from a Form
Use this workflow when each request form should create a new Basecamp list and an initial task. Trigger: Form Submitted
Actions:
Create To-Do List in Basecamp.
Add a condition that confirms the list was created successfully.
Create a To-Do in the new list when the condition is met.
End the workflow when the condition is not met.
Example result: A form submission creates a new client-specific Basecamp to-do list. When Basecamp returns a successful list ID, Kyrios creates the first task in that list.
Common Issues and Fixes
Basecamp asks to be connected again
The Basecamp authorization may be missing, expired, or connected in a different Kyrios account. Go to Settings > Integrations, reconnect Basecamp, and then reopen the workflow step.
No Basecamp account appears in the action
Confirm that Basecamp is connected to the same Kyrios account where the workflow exists. Connections from another Kyrios account are not automatically available.
A project or to-do list does not appear
Confirm that the connected Basecamp user has access to the required project.
Reconnect Basecamp after access is granted, then reopen the workflow action and refresh the selection.
The trigger does not start immediately
Trigger timing depends on the selected Basecamp event. Triggers marked Instant are expected to run from an immediate event. Triggers marked with a polling interval are checked on the displayed schedule.
The workflow created duplicate items
Add a corresponding Find action before the Create action. Use the Find result in a condition so the Create action runs only when no existing Basecamp record is returned.
A Basecamp step failed
Open Execution Logs and review the failed step. Common causes include:
An invalid or deleted Basecamp ID.
A missing required field.
Insufficient Basecamp permissions.
An expired Basecamp authorization.
A project, list, or person that is no longer accessible.
A custom value that returned no data.
The workflow does not process live activity
Confirm that the workflow is set to Publish instead of Draft. Also confirm that the trigger filters match the event being tested.
FAQ
Do I need a paid Basecamp plan?
The integration can connect to supported Basecamp accounts. The Basecamp features available to a workflow depend on the permissions and features included in the connected Basecamp account.
Are Basecamp workflow steps premium?
Basecamp actions and triggers may be premium workflow steps. A premium indicator or notice appears in the workflow builder when a step can create additional charges per execution.
Is Basecamp data synchronized continuously in both directions?
No. The integration is event- and workflow-based. Basecamp events can start Kyrios workflows, and Kyrios workflows can perform Basecamp actions. The integration does not continuously mirror every record or field between both systems.
Can I create a Basecamp project from a template?
Use the fields provided in the Create Project action. Template creation is available only when the action displays a template option and the connected Basecamp account supports the selected template.
Can I connect more than one Basecamp account?
You can authorize the appropriate Basecamp connection for each Kyrios account. When multiple connections are available in a workflow step, select the connection that has access to the required Basecamp projects.
Why can I not select a Basecamp project?
The connected Basecamp user may not have access to the project, or the authorization may need to be refreshed. Confirm access in Basecamp, reconnect the integration, and reopen the workflow step.
Where can I review a failed Basecamp action?
Open the workflow and select Execution Logs. Locate the failed execution, open the Basecamp step, and review the returned error before changing the workflow configuration.
How do I prevent duplicate Basecamp projects or tasks?
Run a Basecamp Find action before the corresponding Create action.
Add a condition that creates the record only when the Find action returns no existing match.