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
: Select a descriptive name for your connection, like "MyAppBaseAiIntegration". This helps in easily identifying the connection within your application or integration settings.Authentication Type
: Base.ai supports API tokens for authentication.
API Token Based Authentication
Login to your Base.ai account.
Navigate to the top right corner and click on "
Settings
" -> "Uses & 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.
Actions
Actions | Description |
| Creates a user in Base AI |
| Creates a batch of advocate custom object attributes in Base AI |
| Deletes a user by email in Base AI |
| Deletes a batch of advocate custom object attributes in Base AI |
| Deletes a user by ID in Base AI |
| Grants points to advocate by API in Base AI |
| Imports contacts by contact ID in Base AI |
| Imports contacts by email in Base AI |
| Lists accounts in Base AI |
| Lists advocates in Base AI |
| Get list of all custom attributes from Base AI |
| Lists custom object attributes in Base AI |
| Lists opportunities in Base AI |
| Lists users in Base AI |
| Notifies when an advocate completes an ASK in Base AI |
| Reads reference request form settings in Base AI |
| Reads the submitted reference requests in Base AI |
| Reads the submitted reference requests by UUID in Base AI |
| Reads the reference advocates in Base AI |
| Submits a reference request in managed or p2p mode in Base AI |
| Triggers user's activities in Base AI |
| Updates account custom attribute in Base AI |
| Updates advocate custom attributes in Base AI |
| Updates a batch of advocate custom object attributes in Base AI |
| Insert/update opportunity’s native and custom attributes in Base AI |
Triggers
Triggers | Description |
| Triggers when an advocate is created in Base AI |
| Triggers when an account is created or updated in Base AI |
| Triggers when an opportunity is created or updated in Base AI |
| Triggers when a user is created in Base AI |