Connect Guidebook and causevid essentials to Build Intelligent Automations
Enable Integrations or automations with these events of Guidebook and causevid essentials
Enable Integrations or automations with these events of Guidebook and causevid essentials
Triggers
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
New Session
Trigger when a new session is created.
Actions
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
Create Menu Item
Menu Items link features in builder and app to guides.
Create Attendees
This endpoint will create an Attendee that is owned by your Account
Connect Item to Main Custom List
Links a Custom List Item to its parent Custom List.
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Frequently Asked Questions
To start, connect both your Guidebook and causevid essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in causevid essentials (or vice versa).
Absolutely. You can customize how Guidebook data is recorded in causevid essentials. This includes choosing which data fields go into which fields of causevid essentials, setting up custom formats, and filtering out unwanted information.
The data sync between Guidebook and causevid essentials typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Guidebook and causevid essentials. 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.
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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About causevid essentials
CauseVid makes it easy to send personalized video messages to wow donors and put a human face on every interaction.
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