IntegrationsGuidebookThomson Reuters ONESOURCE
Guidebook + Thomson Reuters ONESOURCE

Connect Guidebook and Thomson Reuters ONESOURCE to Build Intelligent Automations

Choose a Trigger

Guidebook

When this happens...

Choose an Action

Thomson Reuters ONESOURCE

Automatically do this!

Enable Integrations or automations with these events of Guidebook and Thomson Reuters ONESOURCE

Enable Integrations or automations with these events of Guidebook and Thomson Reuters ONESOURCE

Triggers

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.

Request a new Trigger for Guidebook

Actions

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 Thomson Reuters ONESOURCE?

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

Can we customize how data from Guidebook is recorded in Thomson Reuters ONESOURCE?

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

How often does the data sync between Guidebook and Thomson Reuters ONESOURCE?

The data sync between Guidebook and Thomson Reuters ONESOURCE 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 Thomson Reuters ONESOURCE?

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 Thomson Reuters ONESOURCE?

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

About Thomson Reuters ONESOURCE

Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.

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