Connect Guidebook and ERP Docs
Integrate Guidebook with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Guide in Guidebook
Create Document from Template in ERP Docs when New Guide in Guidebook
Get Bulk Send Batch from ERP Docs when New Guide in Guidebook
Send Document Reminder via ERP Docs when New Guide in Guidebook
Get Workspaces from ERP Docs when New Guide in Guidebook
Popular Guidebook + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Guidebook
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Guide in Guidebook
Use this flowCreate Document from Template in ERP Docs when New Guide in Guidebook
Use this flowGet Bulk Send Batch from ERP Docs when New Guide in Guidebook
Use this flowSend Document Reminder via ERP Docs when New Guide in Guidebook
Use this flowGet Workspaces from ERP Docs when New Guide in Guidebook
Use this flowDelete Brand Profile in ERP Docs when New Guide in Guidebook
Use this flowGet Brand Profiles from ERP Docs when New Guide in Guidebook
Use this flowUpdate Brand Profile in ERP Docs when New Guide in Guidebook
Use this flowGet Templates from ERP Docs when New Attendee(s) in Guidebook
Use this flowCreate Document from Template in ERP Docs when New Attendee(s) in Guidebook
Use this flowSupported Triggers & Actions
Everything you can automate between Guidebook and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Guidebook integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Guidebook and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Guidebook and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where Guidebook triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Guidebook. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Guidebook and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Guidebook and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
