# Connect Basecamp 3 and EspoCRM

When **New Project** fires in [Basecamp 3](https://apiant.ai/connections/basecamp-3), your agent runs **Add contact** in [EspoCRM](https://apiant.ai/connections/espocrm), or **New contact** in EspoCRM to **Get project** in Basecamp 3. Describe the whole flow and it is built, tested on every scenario and kept running.

Basecamp 3 **3** triggers Basecamp 3 **5** actions EspoCRM **3** triggers EspoCRM **16** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Basecamp 3 and EspoCRM to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Basecamp 3 and EspoCRM can do together

### From Basecamp 3 to EspoCRM

- When **New Project** in Basecamp 3 then **Add contact** in EspoCRM
- When **New To-do** in Basecamp 3 then **Add task** in EspoCRM

### From EspoCRM to Basecamp 3

- When **New contact** in EspoCRM then **Get project** in Basecamp 3
- When **New Lead** in EspoCRM then **List projects** in Basecamp 3

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Basecamp 3 and EspoCRM

## Triggers and actions 6 triggers · 21 actions

- Trigger

**New Project**

Polling trigger that fires when a new project is created in the Basecamp account.

- Trigger

**New To-do**

Instant (webhook) trigger that fires when a new to-do is created in the selected Basecamp project. Basecamp POSTs a webhook event payload; the kind is filtered to todo_created and the recording (the to-do) is surfaced.

- Trigger

**New To-do in any project**

Instant (webhook) trigger that fires when a new to-do is created in any Basecamp project. Basecamp POSTs a webhook event payload; the kind is filtered to todo_created and the recording (the to-do) is surfaced.

- Action

**Create Webhook**

Creates a webhook subscription in a Basecamp project (bucket), delivering events to a payload URL. Returns the webhook id and details.

- Action

**Delete Webhook**

Deletes a registered webhook from a Basecamp project (bucket). Returns the deleted webhook id.

- Action

**Get project**

Retrieves a single Basecamp project by its ID, including its tools (dock) and people summary.

- Action

**List people**

Lists every person visible to the connected user on the Basecamp account.

- Action

**List projects**

Lists the projects visible to the connected user, most recently created first, optionally filtered by status.

- Trigger

**New contact**

Triggers when a new contact is created in EspoCRM.

- Trigger

**New Lead**

Triggers when a new lead is created in EspoCRM.

- Trigger

**New opportunity**

Triggers when a new opportunity is created in EspoCRM.

- Action

**Add account**

Creates a new account (company) in EspoCRM and returns its attributes.

- Action

**Add case**

Creates a new case (support ticket) in EspoCRM.

- Action

**Add contact**

Creates a new contact in EspoCRM.

- Action

**Add opportunity**

Creates a new opportunity (deal) in EspoCRM and returns the created record.

- Action

**Add task**

Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

- Action

**Create Lead**

Creates a new lead in EspoCRM and returns the created lead record.

- Action

**Find accounts**

Finds EspoCRM accounts whose name matches the text you supply.

- Action

**Find contacts**

Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

- Action

**Find Lead**

Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

- Action

**Get contact**

Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

- Action

**Get Lead**

Returns a single EspoCRM lead by its ID, with all of its fields.

- Action

**Get Task**

Returns one task by its ID, with its subject, status, dates, parent record and assignee.

- Action

**Update account**

Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

- Action

**Update contact**

Updates an existing contact in EspoCRM, changing only the fields you fill in.

- Action

**Update Lead**

Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

- Action

**Update opportunity**

Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

## Each app on its own

- [ **Basecamp 3** Basecamp 3 is a project management and team collaboration tool by 37signals.](https://apiant.ai/connections/basecamp-3)
- [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm)

Reviews

## What our customers say

## More from Basecamp 3

- [ **Basecamp 3 to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/basecamp-3-to-freeagent)
- [ **Basecamp 3 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/basecamp-3-to-hubspot)
- [ **Basecamp 3 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/basecamp-3-to-salesforce)
- [ **Basecamp 3 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/basecamp-3-to-slack)
- [ **Basecamp 3 to Google Sheets** Google Sheets](https://apiant.ai/connect/basecamp-3-to-google-sheets)
- [ **Basecamp 3 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/basecamp-3-to-gmail)

## More into EspoCRM

- [ **ActiveCampaign to EspoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-espocrm)
- [ **Airtable to EspoCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-espocrm)
- [ **Asana to EspoCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-espocrm)
- [ **ClickUp to EspoCRM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-espocrm)
- [ **Discord to EspoCRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-espocrm)
- [ **Brevo to EspoCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-espocrm)

Questions

## Basecamp 3 and EspoCRM, answered

###

### What can start an automation from Basecamp 3?

Any of Basecamp 3's 3 triggers in the catalog, including New Project, New To-do and New To-do in any project. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in EspoCRM when something happens in Basecamp 3?

Any of EspoCRM's 16 actions, including Create Lead, Update account, Update contact and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from EspoCRM to Basecamp 3?

Yes. When something happens in EspoCRM, your agent can act in Basecamp 3 too. This page covers both directions: EspoCRM's triggers and Basecamp 3's actions are listed here as well.

###

### Do I have to build a connector for Basecamp 3 or EspoCRM?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
