BaseCloud Documentation¶

BaseCloud is a CRM and automation platform. You build workflows by connecting tasks on a visual canvas — no code — so the work that used to sit in someone's inbox happens on its own.

How a workflow works¶

Every workflow starts with exactly one trigger and continues through as many actions as you need. The trigger listens; the actions do the work. Each task passes its output to the next.

flowchart LR
    A[Form submitted] --> B[Match to Client]
    B --> C{New customer?}
    C -->|Yes| D[Send welcome email]
    C -->|No| E[Log the enquiry]

That is the whole model. A form submission arrives, the workflow looks the client up in the CRM, checks whether they are new, and takes a different path for each answer.

A BaseCloud workflow on the canvas: a Webhook In trigger connects to Match to Client, then an If Statement whose true branch runs an Email task and whose false branch runs a Webhook Out task

Start here¶

Build your first workflow

A guided walkthrough, start to finish, in about ten minutes.

Quick Start
Browse every task

All triggers and actions, what they output, and how to configure them.

Task reference
Learn from a worked example

Complete workflows built step by step, with the reasoning explained.

Lead capture to CRM

What you can build¶

Capture leads automatically

Take enquiries from your website, your ad campaigns or any external system, and turn them into CRM records without anyone retyping them.

Webhook In · Form Submission · Facebook Lead Ads
Answer customers faster

React the moment a WhatsApp or SMS message arrives — reply automatically, or route the conversation to the right person.

WhatsApp Message Received · Text Message Received · Assign Chat Thread
Run campaigns that manage themselves

Enrol everyone who matches a set of criteria, nurture them on a schedule, and branch again when they convert.

Campaign Trigger · Client Date Trigger · Delay
Put AI to work

Classify incoming email, draft replies with the conversation as context, or turn a call recording into a searchable transcript.

AI Prompt · Chat Thread · Speech to Text
Keep your systems in step

Sync a spreadsheet, raise an invoice in your accounting package, or push data to any service with an API.

Google Sheets Trigger · Sage · Xero · Webhook Out
Shape the data on the way through

Branch on a condition, loop over a list, combine values from several tasks, or reformat anything before it reaches its destination.

If Statement · Loop · Merge Data · Text Formatter

More worked examples¶

Each of these builds a complete workflow and explains why it is put together that way.

Payment to invoice — take a Stripe payment, create the customer, generate a PDF invoice and email it
AI email routing — classify support email with AI, route it, and escalate the urgent ones by SMS
Support ticket creation — turn a form into a ticket, assign it fairly, and confirm to the customer
Birthday automation — send birthday messages over WhatsApp from a date on the contact record
Call tracking attribution — match inbound calls to leads and attribute them to a marketing source

Need help?¶

Contact support — get help with your account or a workflow you are building
API reference — for custom applications only. Almost everything is easier to build with the no-code tasks above, so start there unless you specifically need direct programmatic access.