Connect Docugami and Basecamp to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create Card
Ready to use Docugami and Basecamp automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
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.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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.
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Frequently Asked Questions
To start, connect both your Docugami and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Basecamp 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 Docugami and Basecamp . 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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