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1. Overview & System Requirements

The Gravity Forms Basecamp Integration Premium Add-on connects your WordPress forms directly to Basecamp—the revered project management and internal communication software created by 37signals. Built around the principles of calm, organized teamwork, Basecamp consolidates discussions, tasks, and files into structured projects. Manually transferring customer inquiries, project intake requests, and client feedback into Basecamp causes bottlenecks and fractures team focus.

With this integration, incoming form submissions automatically transform into actionable Basecamp items. You can choose whether submissions create assigned To-dos inside target To-do lists, publish formatted announcements to project Message Boards, or trigger instant notifications inside Campfire group chats. Connecting directly via the official Basecamp REST API, data synchronizes reliably in real time with zero third-party subscription fees.

2. Authentication & Basecamp API Configuration

The integration communicates with the official Basecamp REST API via 37signals Launchpad authentication:

Obtaining Your Basecamp API Credentials

1. Log in to your Basecamp account at basecamp.com.
2. Visit launchpad.37signals.com/integrations to register a custom integration or generate a personal access token.
3. Ensure permissions are granted for your Basecamp account.
4. Note your numerical Account ID (found in your Basecamp project URLs, e.g. https://3.basecamp.com/1234567/projects/...).
5. Copy your Access Token or OAuth Client ID and Secret to your clipboard.

Configuring in WordPress Dashboard

1. In WordPress, navigate to Forms → Settings → Basecamp.
2. Enter your Account ID and paste your Access Token.
3. Click Test Connection. The system verifies authorization and queries accessible Basecamp projects. A green success confirmation verifies proper connection.
4. Click Save Settings.

3. Feed Configuration & Field Mapping

Feeds allow you to configure custom action types and destinations for each form across your WordPress site:

Action Type & Destination Mapping

• Target Project: Select the destination Basecamp project from your account list (e.g. Client Onboarding, Product Development).
• Select Action Type: Choose between creating a To-do (inside a designated To-do list), posting a Message (on the Message Board), or sending a Campfire message.
• Title & Content: Map form text fields or compile multiple inputs using Gravity Forms merge tags (e.g. New Client Intake: {Company_Name:3}).
• Assignee & Due Date: For To-dos, select project team members to assign tasks to and map date-picker fields as the due date.

Conditional Logic & Routing

Control item creation using built-in conditional rules:

• Urgent Inquiries: Route critical issues to a Campfire room for immediate team attention while normal feedback creates standard To-dos.
• Project Triage: Route inquiries to different Basecamp projects based on the user’s selected department or service package.

4. Advanced Collaborative Workflows & Agency Operations

Connecting Gravity Forms with Basecamp simplifies team orchestration:

• Automated Client Onboarding Checklists: When a new client signs up, their form submission triggers a series of essential onboarding To-dos across your design, development, and account management teams.
• Project Brief Publication: Format complex multi-page inquiry questionnaires into comprehensive HTML project briefs published directly to the project Message Board for team review and discussion.
• Live Customer Inquiry Alerts: Send immediate ping summaries into the team’s Campfire chat room so all team members stay informed of high-intent customer requests in real time.
• File Attachment Links: Uploaded proposal documents, asset archives, or screenshots are embedded as secure links inside the Basecamp To-do or Message description.

5. Troubleshooting & Diagnostic Error Matrix

When item creation encounters issues, consult the following diagnostic matrix:

6. Developer Extensibility & Filter Hooks

Developers can programmatically modify item payloads or execute custom actions upon successful synchronization:

/**
 * Filter: gform_basecamp_todo_payload
 * Purpose: Dynamically filter To-do attributes prior to sending to Basecamp REST API.
 * 
 * @param array $payload The formatted API request body destined for /todos.json.
 * @param array $feed    The Gravity Forms Basecamp feed settings.
 * @param array $entry   The submitted Gravity Forms entry object.
 * @param array $form    The active form object.
 * @return array Modified To-do payload.
 */
add_filter( 'gform_basecamp_todo_payload', function( $payload, $feed, $entry, $form ) {
    // Append client IP address and submission timestamp to To-do description
    $payload['description'] .= sprintf(
        '

Submitted via %s on %s (IP: %s)',
        esc_html( $form['title'] ),
        current_time( 'Y-m-d H:i' ),
        sanitize_text_field( rgar( $entry, 'ip' ) )
    );

    return $payload;
}, 10, 4 );

/**
 * Action: gform_basecamp_post_item_create
 * Purpose: Record returned Basecamp Item ID into entry metadata.
 * 
 * @param string $item_id The created Basecamp Item ID.
 * @param string $type    The item type ('todo', 'message', 'campfire').
 * @param array  $entry   The active Gravity Forms entry.
 */
add_action( 'gform_basecamp_post_item_create', function( $item_id, $type, $entry ) {
    if ( ! empty( $item_id ) ) {
        gform_update_meta( $entry['id'], '_basecamp_' . $type . '_id', sanitize_text_field( $item_id ) );
        GFFormsModel::add_note( $entry['id'], 0, 'Basecamp', ucfirst( $type ) . ' created in Basecamp. ID: ' . $item_id );
    }
}, 10, 3 );

7. Frequently Asked Questions