Connect Privyr and Guru to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Ready to use Privyr and Guru automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Trigger when a user creates a card.
Board Created
Trigger when a new Board Created.
Board Updated
Trigger when a new Board Updated.
Board Deleted
Trigger when a new Board Deleted.
Board To Pdf Created
Trigger when a Board To Pdf Created.
Board Viewed
Trigger when an existing Board Viewed.
Do thisActions
Action is the task that follows automatically within your Privyr integrations.
Create Client
Creates a new client
Create Card
Creates a new Card.
Update Card
Updates the created card.
Delete Card
Deletes an existing card.
Ask a Question
Submits a question to Guru and returns the answer.
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Frequently Asked Questions
To start, connect both your Privyr and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Guru (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Guru 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 Privyr and Guru. 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.
About Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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