Choose a project and list
The proposed flow would place an approved follow-up into a designated to-do list rather than broadcasting it widely.
Integrations Basecamp
BasecampPlanned
BasecampPlannedBasecamp follow-ups, connected to customer care.
Plan a Basecamp connector for selected project to-dos, keeping customer requests attached to the work your team agrees to do.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Team projects
What we’re planning to connect.
- 01Basecamp
- 02Planned connection
- 03Message support
Carry the source reference
A protected Message conversation link gives the assigned teammate the background without copying the entire transcript.
Define completion clearly
Checking off a to-do should not automatically tell a customer the issue is resolved without a reviewed follow-up.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Selected project and to-do list
Assigned person
Minimal support reference
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Identify the project used for support commitments and confirm its members can access the linked conversation.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Test a person without project access and a completed to-do that still needs a customer reply.
Before you connect
Basecamp integration questions
Can I connect Basecamp to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Test a person without project access and a completed to-do that still needs a customer reply.