Connect Basecamp and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Message
New Schedule Entry
New To-Do
New To-Do List
New Project
New Person
New Document
New Comment
To-Do Completed/Uncompleted
New Upload
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Ready to use Basecamp and Docusign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Trigger when any activity happens in a basecamp.
New Message
Trigger when a new message is created in a basecamp.
New Schedule Entry
Trigger when a new schedule entry is created in a basecamp.
New To-Do
Trigger when a new todo is created in a basecamp.
New To-Do List
Triggers when a new todo list is created in a basecamp.
New Project
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your Basecamp integrations.
Create Project
Creates a new project.
Create a Message
Creates a new message in a message board.
Create Document
Creates a new document in a folder.
Create To-Do
Creates a new to-do in a to-do list.
Create Campfire Message
Creates a campfire message.
Create Card
Create card and add steps into it.
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Frequently Asked Questions
To start, connect both your Basecamp and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Basecamp triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Basecamp data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Basecamp and Docusign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Basecamp and Docusign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Learn MoreAbout Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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