Base AI Integration

Base.ai is a customer-led growth platform that leverages AI to enhance post-sales engagement, advocacy, and revenue growth by unifying customer data and automating lifecycle marketing. Its all-in-one solution empowers B2B teams to scale customer references, drive upsells, and foster loyalty through personalized, data-driven interactions.

Integrating Base.ai helps B2B teams boost upsells, retention, and advocacy by automating personalized customer engagement using unified data.

Authentication

Before you begin, make sure you have the following information:

Connection name: Enter a descriptive name for your connection, like "MyAppBaseAiIntegration". This helps you identify the connection in UnifyApps.
Environment: Select Production. Select Stage only if Base gave you a staging account.
Authentication type: Base supports API token authentication.

API Token Based Authentication

Login to your Base.ai account.
Navigate to the top right corner and click on "Settings" -> "Users & team"
Click on "Generate token"
Provide the details like "Name" and "Comment" and click on "Generate token"
Copy the token and store it securely to prevent unauthorized access.

Paste the token into the API token field of the connection form.

Actions

Actions	Description
`Create a user`	Creates a user in Base
`Create advocate custom object attributes`	Creates a batch of advocate custom object attributes in Base
`Delete a user by email`	Deletes a user by email in Base
`Delete advocate custom object attributes`	Deletes a batch of advocate custom object attributes in Base
`Delete user by ID`	Deletes a user by ID in Base
`Get accounts custom object attributes values`	Gets accounts custom object attributes values in Base
`Get nomination report`	Gets the nomination report in Base
`Grant points to advocate by API`	Grants points to advocate by API in Base
`Import contacts by contact ID`	Imports contacts by contact ID in Base
`Import contacts by email`	Imports contacts by email in Base
`List accounts`	Lists accounts in Base
`List activities`	Lists manual and automated activities in Base
`List advocates`	Lists advocates in Base
`List ASK`	Lists all available ASK in Base
`List custom attributes`	Get list of all custom attributes from Base
`List custom object attributes`	Lists custom object attributes in Base
`List opportunities`	Lists opportunities in Base
`List users`	Lists users in Base
`Modify accounts custom object attributes`	Modifies accounts custom object attributes in Base
`Notify when advocate completes an ASK`	Notifies when an advocate completes an ASK in Base
`Read reference request form settings`	Reads reference request form settings in Base
`Read submitted reference requests`	Reads the submitted reference requests in Base
`Read submitted reference requests by UUID`	Reads the submitted reference requests by UUID in Base
`Read the reference advocates`	Reads the reference advocates in Base
`Set accounts custom object attributes`	Set accounts custom object attributes in Base
`Submit a reference request in managed or p2p mode`	Submits a reference request in managed or p2p mode in Base
`Trigger user’s activity`	Triggers user’s activities in Base
`Update advocate custom attributes`	Updates advocate custom attributes in Base
`Update advocate custom object attributes`	Updates a batch of advocate custom object attributes in Base
`Update custom attribute`	Updates custom attribute definition from Base
`Upsert account`	Upserts an account in Base
`Upsert opportunity`	Insert/update opportunity's native and custom attributes in Base

Triggers

Triggers	Description
`New advocate`	Triggers when an advocate is created in Base
`New or updated account`	Triggers when an account is created or updated in Base
`New or updated opportunity`	Triggers when an opportunity is created or updated in Base
`New user`	Triggers when a user is created in Base