Connect Guidebook and ProductPlan to Build Intelligent Automations

Choose a Trigger

Guidebook

When this happens...

Choose an Action

ProductPlan

Automatically do this!

Ready to use Guidebook and ProductPlan automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

New Custom List

New Custom List

Trigger when a new custom list is created.

New Custom List Item(s)

New Custom List Item(s)

Trigger when a new custom list item(s) created

New Session

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 a Guide

Update an existing guide

Create a Custom List Item

Create a Custom List Item

Creates a Custom List Item for your Guide.

Create a Custom List

Create a Custom List

Creates a custom list on your guide.

Create Menu Item

Create Menu Item

Menu Items link features in builder and app to guides.

Create Attendees

Create Attendees

This endpoint will create an Attendee that is owned by your Account

Connect Item to Main Custom List

Connect Item to Main Custom List

Links a Custom List Item to its parent Custom List.

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Frequently Asked Questions

How do I start an integration between Guidebook and ProductPlan?

To start, connect both your Guidebook and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in ProductPlan (or vice versa).

Can we customize how data from Guidebook is recorded in ProductPlan?

Absolutely. You can customize how Guidebook data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Guidebook and ProductPlan?

The data sync between Guidebook and ProductPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Guidebook to ProductPlan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Guidebook and ProductPlan?

Yes, you can set conditional logic to control the flow of data between Guidebook and ProductPlan. 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.

Guidebook

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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ProductPlan

About ProductPlan

Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.

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