
When this happens...
New Document Created1
New Document Created

Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Microsoft Word document is created.
Triggers when new document is created.
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
Action is the task that follows automatically within your Microsoft Word integrations.
Creates a new Microsoft Word document from a template or blank.
Get an all existing document.
Creates a new booking.
Updates an existing client.
Updates an existing booking.
Creates a new project.

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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 Microsoft Word and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in ResourceGuru (or vice versa).
Absolutely. You can customize how Microsoft Word data is recorded in ResourceGuru. This includes choosing which data fields go into which fields of ResourceGuru, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Word and ResourceGuru 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 Microsoft Word and ResourceGuru. 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.
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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