Setting up your Basecamp Action

Create a deal task

The specified deal task will be created in Basecamp as per your instructions each time this is triggered.

  1. Once you test your Trigger data, you need to select an action app to use with the Trigger.

  2. To add this action app to your , click on the “add service” button.

    add service

  3. Select “Basecamp” as your Action app from the list of .

  4. Connect your Basecamp account to Rapidomize and authorize Rapidomize to access your Basecamp account.

  5. Follow Guidance How to set up Basecamp on Rapidomize. Once connected, press “select” key to select your Basecamp account.

  6. Select the action Create a deal task from the list of actions.

    basecamp

  7. Select the title, owner type, ID, due date, task type, assignee etc, from the drop down menu.

    basecamp

  8. Test your action by clicking on “Test/Get sample data?”.

  9. Save your by clicking on “Save ”.

  10. You will get a card entry in “Intelligent Connected Apps page”.

  11. To activate the , turn ON the “Run” toggle slider.

  12. Click on “Status” icon on the card to see the status of your from the Dashboard.

  13. Once you activated your , it will run according to the specified schedule.

Last modified March 20, 2024