
When this happens...
New or Updated Booking
New or Updated Client
New or Updated Time Off Event
New or Updated Project
New or Updated Resource

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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers whenever there is a change to a Resource, including its creation, update, or deletion.
Triggered when a new PDF document is successfully generated.
Action is the task that follows automatically within your ResourceGuru integrations.
Creates a new booking.
Updates an existing client.
Updates an existing booking.
Creates a new project.
Updates an existing project.
Creates a new client.

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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 ResourceGuru and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in ResourceGuru triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how ResourceGuru data is recorded in PDFMonkey. This includes choosing which data fields go into which fields of PDFMonkey, setting up custom formats, and filtering out unwanted information.
The data sync between ResourceGuru and PDFMonkey 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 ResourceGuru and PDFMonkey. 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.
ResourceGuru 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.
Learn MorePDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
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