Connect Guidebook and Instantly
Integrate Guidebook with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Instantly.ai when New Guide in Guidebook
Create Lead in Instantly.ai when New Menu Item in Guidebook
Add Lead to Campaign in Instantly.ai when New Custom List in Guidebook
Create a Folder in Guidebook when New Lead in Campaign in Instantly.ai
Create Schedule Track in Guidebook when New Lead in Campaign in Instantly.ai
Popular Guidebook + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Create Lead in Instantly.ai when New Guide in Guidebook
Use this flowCreate Lead in Instantly.ai when New Menu Item in Guidebook
Use this flowAdd Lead to Campaign in Instantly.ai when New Custom List in Guidebook
Use this flowCreate a Folder in Guidebook when New Lead in Campaign in Instantly.ai
Use this flowCreate Schedule Track in Guidebook when New Lead in Campaign in Instantly.ai
Use this flowCreate Webviews in Guidebook when New Lead in Campaign in Instantly.ai
Use this flowDelete a Session in Guidebook when New Email Received
Use this flowCreate Schedule Track in Guidebook when New Email Received
Use this flowUpdate a Session in Guidebook when New Email Sent via Instantly
Use this flowCreate a Folder in Guidebook when New Email Sent via Instantly
Use this flowSupported Triggers & Actions
Everything you can automate between Guidebook and Instantly.
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 more
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Guidebook and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Guidebook triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Guidebook and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
