Basecamp

The Basecamp connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Basecamp actions. Use Basecamp actions A tool for building the processes, logic, and direction within workflows. to add a document or attach a file to a vault, add a file, get the details of a project, or get a list of projects.

Create a Basecamp connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

  • The account you use to create a connection for Basecamp is the account that has access to the Basecamp actions.
  • This connection requires you to grant the Nintex Workflow Cloud domain access to your Basecamp accounts.
  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.
  2. On the Connections page, click Add new.

  3. In the Add new section, fill in the field as follows.

    In this field

    Select or enter the following
    Connector Basecamp
  4. Click Connect.

  5. In the Connection window, fill in the field as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    Account ID Your Basecamp account ID. You can find this in the URL when accessing your account in Basecamp. It is the first ID in the URL, for example https://3.basecamp.com/1234567/.
  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

      (Or)

    • Click Done.

    9. The new connection is listed in the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the action you want to add the connection to.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the field as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    Account ID Your Basecamp account ID. You can find this in the URL when accessing your account in Basecamp. It is the first ID in the URL, for example https://3.basecamp.com/1234567/.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

      (Or)

    • Click Done.

    8. The new connection is listed in the Connections page.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.