Getting Started¶

Welcome to BaseCloud! This guide will help you understand the platform and get started with both CRM management and automation workflows.

What is BaseCloud?¶

BaseCloud is a complete CRM system for managing leads, clients, quotes, invoices, and customer relationships—enhanced with a powerful workflow automation platform that connects your applications and automates business processes.

Core Features¶

• 📊 CRM Management - Track leads, manage clients, create quotes and invoices
• 👥 Contact Management - Store and organize customer information
• 💼 Sales Pipeline - Manage deals and opportunities
• 🤖 Workflow Automation - Connect applications and automate processes
• 📧 Multi-Channel Communication - Email, SMS, WhatsApp integration
• 📈 Reporting & Analytics - Track performance and insights

Automation Platform¶

The automation layer acts as a bridge between your CRM and other tools, automatically moving data and triggering actions based on events. This means you can:

• Automatically create CRM records from form submissions
• Send follow-up emails when deals are won
• Sync data between BaseCloud and external systems
• Trigger actions based on customer dates (birthdays, renewals, etc.)

Key Concepts¶

Workflows¶

A workflow is a series of connected tasks that execute in sequence. Each workflow starts with a trigger task and can include multiple action tasks and logic tasks.

graph LR
    A[Trigger<br/>Webhook In] --> B[Action<br/>Create Customer]
    B --> C[Action<br/>Send Email]
    C --> D[Action<br/>Update CRM]

Tasks¶

Tasks are the building blocks of workflows. There are four types:

Channels¶

Channels are your workflow containers. Think of them as projects or folders that organize related workflows.

Your First Workflow¶

Let's build a simple workflow that receives webhook data and sends an email.

Step 1: Create a Workflow¶

1. Navigate to Workflows in the sidebar
2. Click Create New Workflow
3. Give it a name: "My First Workflow"
4. Select or create a channel

Step 2: Add Webhook Trigger¶

1. Click Add Task
2. Select Webhook In from Trigger Tasks
3. Give it a name: "Receive Data"
4. Copy the Test URL (we'll use this later)

Step 3: Add Email Task¶

1. Click Add Task below the Webhook In task
2. Select Email from Action Tasks
3. Configure the email:
4. To: your.email@example.com
5. Subject: New webhook received
6. Body: Received data: {{task_WEBHOOK_customer_name}}

Step 4: Test Your Workflow¶

1. Click Save Workflow
2. Open Postman or use cURL
3. Send a test request:

curl -X POST \
  YOUR_TEST_URL_HERE \
  -H 'Content-Type: application/json' \
  -d '{
    "customer_name": "John Doe",
    "email": "john@example.com"
  }'

1. Check your email inbox!

Understanding Variables¶

Variables let you pass data between tasks. They use this format:

{{task_TASKID_fieldname}}

Examples:

• {{task_46055_customer_name}} - Access the customer_name field
• {{task_46055_run}} - Check if task ran successfully
• {{$now}} - Current timestamp

Common Patterns¶

Pattern 1: Webhook → Email¶

Receive data via webhook and send an email notification.

Webhook In → Email

Pattern 2: Webhook → Process → Notify¶

Receive data, process it, then notify multiple people.

Webhook In → Webhook Out → Email → SMS

Pattern 3: Conditional Logic¶

Take different actions based on data.

Webhook In → If Statement → (Email OR SMS)

Next Steps¶

Now that you understand the basics:

1. Explore Tasks - Learn about all available tasks
2. View Examples - See real-world workflows

Need Help?¶

• Contact Support - Get personalized help
• Browse All Tasks - Complete task reference
• View More Examples - Additional workflow examples