Connect Reply and Guidebook to Build Intelligent Automations

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Reply

When this happens...

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Guidebook

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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.

Request a new Trigger for Reply

Do thisActions

Action is the task that follows automatically within your Reply integrations.

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and Guidebook?

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

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

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

How often does the data sync between Reply and Guidebook?

The data sync between Reply and Guidebook 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 Reply to Guidebook?

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 Reply and Guidebook?

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

Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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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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