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

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Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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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 SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Guidebook data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Guidebook and SignNow 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 SignNow. 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 MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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