Connect Fellow and Guidebook to Build Intelligent Automations

Choose a Trigger

Fellow

When this happens...

Choose an Action

Guidebook

Automatically do this!

Ready to use Fellow and Guidebook automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

New Custom List

New Custom List

Trigger when a new custom list is created.

New Custom List Item(s)

New Custom List Item(s)

Trigger when a new custom list item(s) created

New Session

New Session

Trigger when a new session is created.

Request a new Trigger for Fellow

Do thisActions

Action is the task that follows automatically within your Fellow integrations.

List Action Items

List Action Items

Show meeting action items

Mark Action Item Complete

Mark Action Item Complete

Mark or unmark an action item

Archive Action Item

Archive Action Item

Archive an action item

List Meeting Recordings

List Meeting Recordings

Find meeting recordings

Retrieve Recording

Retrieve Recording

Get a meeting recording

List Meeting Notes

List Meeting Notes

Get meeting notes and actions

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Frequently Asked Questions

How do I start an integration between Fellow and Guidebook?

To start, connect both your Fellow and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in Fellow triggers actions in Guidebook (or vice versa).

Can we customize how data from Fellow is recorded in Guidebook?

Absolutely. You can customize how Fellow data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fellow and Guidebook?

The data sync between Fellow and Guidebook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fellow to Guidebook?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fellow and Guidebook?

Yes, you can set conditional logic to control the flow of data between Fellow and Guidebook. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Fellow

About Fellow

Tool for teams to create meeting agendas, capture notes, and assign action items.

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Guidebook

About Guidebook

Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.

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