How To - Understand the Basecamp Zibot settings

Summary: The Basecamp Zibots can be used in a single flow or as part of a multi step flow. There are 3 types of Basecamp Zibot that will automate your most common Basecamp tasks. The Basecamp Zibots can send files to Basecamp, create to-dos or post messages in the Basecamp message board. This document covers all 3 Basecamp Zibots.

Where is the feature setup? Basecamp Zibots can be applied inside the Zibot step when creating or amending a Flow (See below). Please Note: The Basecamp Zibot will only show if you have connected Basecamp to 

How does it work?

The 3 different Basecamp Zibots each have a different purpose but you could also use all 3 in one multi-step flow along with any of the other Zibots.

Below we will cover all 3 different Basecamp Zibots:

  1. Send a file to Basecamp
  2. Create a todo in Basecamp
  3. Post message to Basecamp Message Board
A. Send a file to Basecamp Zibot - When you select this Zibot as part of your flow, you will see the following window. The configurable options inside the send a file to Basecamp Zibot are listed below: 
  1. Source file: Ziflow is asking what the input file will be ie. the file you want to send to Basecamp, You have two options:
    File that triggered this flow - this means a file or folder that is moved/changed or created in a certain location that triggered this flow is the source file.
    File that is the result of the previous action - this option will become available if you have setup a multi-stage flow. It is basically asking if the input file will be coming from the previous zibot action in the flow.
  2. Where would you like to send the file: Ziflow is asking where you want to send inside Basecamp.
    HQ - Company HQ is a place for your whole company inside Basecamp this is typically used for company-wide announcements or information.
    Team - Team is a place where similar roles share things with each other inside Basecamp eg. Marketing team, Sales team etc. select this option and Ziflow will automatically look up the teams that are setup in your Basecamp application and present the options in a dropdown list.
    Project - Project is a specific project that has been setup inside Basecamp eg. a marketing campaign or new product launch etc. select this option and Ziflow will automatically look up the projects that are setup in your Basecamp application and present the options in a dropdown list.
B. Create a todo in Basecamp Zibot - When you select the Create a todo in Basecamp Zibot as part of your flow, you will see the following window. The configurable options inside the create a todo in Basecamp Zibot are listed below:

  1. Where would you like to add the to-do: Ziflow is asking where in Basecamp you want to add the to-do select either, HQ, Team or Project (as explained above)
  2. Which task list you want to the to-do to be added to: Ziflow will scan Basecamp and present a list of available tasks allowing you to select what task list Ziflow needs to update. 
  3. Title: Add the title of the to-do that you want Ziflow to add. You have the option to apply tokens if you want to add variable information such as the filename or date etc. Refer to our FAQ: How to use tokens for further information.
  4. Description: Insert the description of the to-do you want to be posted inside Basecamp. As above various tokens can be applied if you wish.
  5. Assign to:  Please select the person who will be assigned the task (Ziflow will scan Basecamp and display a dropdown list of the Basecamp users inside HQ, Team or Project depending on what you selected in step 1 above.
  6. Attach file:  Ziflow wants to know if the file that triggered the flow or the file that was created as a result of the previous action should be attached to this to-do item (or not).
C. Post message to Basecamp Message Board - When you select the Post message to Basecamp Message Board Zibot as part of your flow, you will see the following window. The configurable options inside the post message to Basecamp Message Board Zibot are listed below:

  1. Where would you like to post the message: Ziflow is asking where in Basecamp you want to post the message select either, HQ, Team or Project (as explained above)
  2. Title: Add the title of the to-do that you want Ziflow to add. You have the option to apply tokens if you want to add variable information such as the filename or date etc. Refer to our FAQ: How to use tokens for further information.
  3. Message: Enter the message that you want to display on the message board. As above various tokens can be applied if you wish.

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