Effortlessly send bug reports and gather user feedback from Marker.io straight into your Basecamp To-do lists. This guide will walk you through the integration process using Zapier.
Send bug reports and collect end-user feedback via Marker.io directly into Basecamp To-do lists.
To facilitate this integration via Zapier, ensure you have:
An active Marker.io account on Team plan or above.
A Basecamp account.
A Zapier account.
Setting Up the Integration
Initiate a New Zap: Visit Zapier and either create a new Zap or utilize our pre-existing template.
Select Webhooks by Zapier: Choose this as the app and for the event, opt for "Catch Hook". Proceed by clicking "Continue".
Endpoint Generation: Zapier will produce a new endpoint. Ensure you copy this URL.
Project Creation in Marker.io
Start a New Project: Head to app.marker.io and initiate a new project.
Project Details: Name your project, specify the website for feedback collection, choose "Webhooks" for integration, and paste the webhook endpoint you copied earlier.
Sample Data: After project creation, Marker.io will promptly send a sample issue containing dummy data.
Receiving the data
Data Verification: Return to Zapier and under "Find data", select "TEST & REVIEW". Zapier should recognize the issue and display the relevant data.
Zapier should have detected the issue and display the hook and the relevant data.
If Zapier does not find any sample data, you can try again, simply go to the Settings page of your new project and under Endpoint, click Send sample issue. This will send a new sample issue to your Zapier endpoint.
Now, click Get More Samples in Zapier and you should see the new sample data
Creating a To-Do in Basecamp 3
It's now time to have Zapier create a new To-do every time someone reports feedback in your new Webhooks project.
Again, to speed up the process, feel free to use our Zap template 👇
If you decide to do it manually, in your new Zap, click on the next step and select Basecamp 3 as the app, select Create New To-do as the action and then click Continue.
Next, you will need to configure the structure of your new Basecamp To-do. Use the buttons on the right of the fields to insert the various variables received by the hook.
For instance, use the issue title and issue type in your new To-do title. Feel free to customize your To-do however you want. The following image is just a suggestion.
Again, if you're using our Zap template from above, this should step will be a lot easier as all variables and templates will be pre-filled for you. For more information about the Basecamp 3 app, read their documentation here
Once you are done, click Send data to send a test email based on your configuration. If you are unhappy with the result, tweak the configuration at the previous step and click RETEST & REVIEW.
Turning on your Zap
Your Zap should now be ready; all left is to turn it on!
Your users can now report issues as new To-dos thanks to the combination of Marker.io's Webhooks integration and Zapier.
With Marker.io's Webhooks integration and Zapier, your users can now report issues directly as new To-dos in Basecamp. This integration ensures a streamlined feedback process, enhancing productivity and collaboration. Should you have any queries or need further assistance, please reach out!