Automate Guidebook workflows with viaSocket
Connect Guidebook to your CRM, registration system, email, and analytics to provision guides, capture leads, send schedule updates, and deliver reports — no code required.
Ready to use Guidebook automations
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Triggers and Actions in Guidebook Automations
viaSocket makes it simple to connect Guidebook and automate repetitive tasks.
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.
How to get started with Guidebook automations
Automate when something happens in Guidebook
Login -> Create new flow -> Select trigger -> Search Guidebook -> Choose the trigger from the list
Take action in Guidebook when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Guidebook -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Common automations include provisioning personalized guides for registrants, syncing attendee data to CRMs, routing in-guide leads to sales, automating schedule updates and push notifications, and compiling post-event reports.
No. viaSocket provides prebuilt connectors and templates you can configure with your accounts. Business operators can build and test workflows without writing code.
viaSocket uses AI where helpful to summarize attendee activity, prioritize leads by intent, and suggest personalized content or follow-ups—so your team acts on the highest-value opportunities faster.
Yes. You can map registrations and in-app leads to CRM records (Salesforce, HubSpot, etc.), trigger nurture campaigns, and log engagement so marketing and sales stay aligned.
Connections use secure protocols and app-level permissions. You control which accounts and fields are shared, and automations can be restricted by role and audit-logged for compliance.
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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