
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session

Automatically do this!
Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new guide is created.
Trigger when a new new attendee is created.
Trigger when new menu item is created.
Trigger when a new custom list is created.
Trigger when a new custom list item(s) created
Trigger when a new session is created.
Action is the task that follows automatically within your Guidebook integrations.
Update an existing guide
Creates a Custom List Item for your Guide.
Creates a custom list on your guide.
Menu Items link features in builder and app to guides.
This endpoint will create an Attendee that is owned by your Account
Links a Custom List Item to its parent Custom List.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Guidebook and outline accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in outline (or vice versa).
Absolutely. You can customize how Guidebook data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.
The data sync between Guidebook and outline 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 outline. 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.
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 MoreOutline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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