Shortlist–Basecamp Integration

Overview

Shortlist’s Basecamp integration can help improve your Project Management workflow through triggering specific action from one platform to the other.

Create recipes that streamline repetitive tasks like creating new lists or detailing pertinent information in To-Do’s.

Features

Create To-Do’s

Pull information from Shortlist Tasks to create a new To-Do in Basecamp or vice versa. Information like engagement details, deliverables, deadlines and more can be sent.

Approve Tasks from Basecamp

Automatically close a Shortlist Task by configuring a specific comment reply inside a Basecamp To-Do item. Simply write ‘Complete’ in Basecamp to initiate the action

Coming Soon: Create SOW or Project Briefs

Automatically generate a SOW or brief in a Basecamp document by pulling in info like engagement details, critical dates and deliverables from a Shortlist Task.

Coming Soon: Upload file

Seamlessly push uploaded files in a Shortlist Project or Task to the corresponding Basecamp To-Do item.

Coming Soon: Add Person to a Project

When your Shortlist contactor accepts a Task, they will be automatically added as a person to the corresponding project in Basecamp.

Coming Soon: Send Messaging Between the Platforms

Everytime your Shortlist contractor interacts within the Task messenger tool, the correspondence will be added as comments within the Project or To-do item in Basecamp.

Currently a Shortlist customer?

Configure this integration in your account today.

See Documentation

Shortlist x Basecamp Integration

Project Management Software.

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