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 |
Create a user | Creates a user in Base AI |
Create advocate custom object attributes | Creates a batch of advocate custom object attributes in Base AI |
Delete a user by email | Deletes a user by email in Base AI |
Delete advocate custom object attributes | Deletes a batch of advocate custom object attributes in Base AI |
Delete user by ID | Deletes a user by ID in Base AI |
Grant points to advocate by API | Grants points to advocate by API in Base AI |
Import contacts by contact ID | Imports contacts by contact ID in Base AI |
Import contacts by email | Imports contacts by email in Base AI |
List accounts | Lists accounts in Base AI |
List advocates | Lists advocates in Base AI |
List custom attributes | Get list of all custom attributes from Base AI |
List custom object attributes | Lists custom object attributes in Base AI |
List opportunities | Lists opportunities in Base AI |
List users | Lists users in Base AI |
Notify when advocate completes an ASK | Notifies when an advocate completes an ASK in Base AI |
Read reference request form settings | Reads reference request form settings in Base AI |
Read submitted reference requests | Reads the submitted reference requests in Base AI |
Read submitted reference requests by UUID | Reads the submitted reference requests by UUID in Base AI |
Read the reference advocates | Reads the reference advocates in Base AI |
Submit a reference request in managed or p2p mode | Submits a reference request in managed or p2p mode in Base AI |
Trigger user's activity | Triggers user's activities in Base AI |
Update account custom attribute | Updates account custom attribute in Base AI |
Update advocate custom attributes | Updates advocate custom attributes in Base AI |
Update advocate custom object attributes | Updates a batch of advocate custom object attributes in Base AI |
Upsert opportunity | Insert/update opportunity’s native and custom attributes in Base AI |
Triggers
| Triggers | Description |
New advocate | Triggers when an advocate is created in Base AI |
New or updated account | Triggers when an account is created or updated in Base AI |
New or updated opportunity | Triggers when an opportunity is created or updated in Base AI |
New user | Triggers when a user is created in Base AI |