Basecamp is a project management and team collaboration tool that helps teams organize tasks, communicate, and track project progress efficiently.
 

With the Basecamp integration, HappyFox Helpdesk agents can:

• Create a new Basecamp to-do directly from a HappyFox Helpdesk ticket.

• Link an existing Basecamp to-do to a HappyFox Helpdesk ticket for tracking.

Applicable Plans: ✔ Pro ✔ Enterprise Pro ✔ All Unlimited agents plan

Configuring HappyFox to Connect to Basecamp"

• Log in to HappyFox Helpdesk and navigate to the Apps module.

• Search for Basecamp or browse under the Project Management category.

• Click on the Basecamp tile and select Install.

• To integrate your Basecamp account with HappyFox Helpdesk, click the Link Basecamp button.

• You will be redirected to authorize your Basecamp account to enable this integration.
   

  

Note: The Basecamp user that approves and allows access to the HappyFox integration is referred to as the integration approver

Creating a New Basecamp To-Do:

• Open a ticket in HappyFox Helpdesk.

• In the Basecamp section on the right pane, click Create.

  

• Choose the Project and To-Do List where the new to-do should be added.

Note:

Note: Projects that are accessible to the integration approver are listed here.

• The to-do details will be pre-filled with information from the HappyFox ticket.

• Once created, the to-do will be visible in the right pane of the HappyFox Helpdesk ticket.

• Clicking on the popover icon will take you directly to the respective Basecamp to-do.

Linking an Existing Basecamp To-Do:

• Open the ticket in HappyFox Helpdesk.

• Click the Link button in the Basecamp section.

• Paste the Basecamp To-Do URL and click Link To-Do.

• The linked to-do will now be displayed in the right pane of the HappyFox ticket.

  

Unlinking an Existing Basecamp To-Do:

• Open the ticket in HappyFox Helpdesk.

• Click on the Unlink button in the Basecamp section.

• Confirm by clicking Unlink To-Do.

  

Unlinking Basecamp Account:

• Navigate to the Apps module in HappyFox Helpdesk.

• Open the Manage page for the Basecamp integration.

• Click Unlink Basecamp Account to disconnect the integration.

  

Permissions Required:

• You must have Manage Apps Settings permission in HappyFox Helpdesk to configure and manage the Basecamp integration.

This integration enables seamless collaboration between HappyFox Helpdesk and Basecamp, ensuring efficient tracking and management of To Do's directly from support tickets.