Crelate and GUIDEcx integrations and automations

Seamlessly connect Crelate and GUIDEcx. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx

    • Any other trigger you can think up

Actions

Do this…

Crelate
  • approve application
    approve application in Crelate AP i reference
  • set application as spam
    set application as spam in Crelate AP i reference
  • mark application as spam
    mark application as spam in Crelate AP i reference
  • retrieve activities for a company
    retrieve activities for a company in Crelate AP i reference
  • retrieve activities for a contact
    retrieve activities for a contact in Crelate AP i reference
  • send form request
    send form request in Crelate AP i reference
  • Create
    Create in Crelate AP i reference
  • delete company
    delete company in Crelate AP i reference
  • delete attachment
    delete attachment in Crelate AP i reference
  • delete note
    delete note in Crelate AP i reference
  • delete task
    delete task in Crelate AP i reference
  • delete contact
    delete contact in Crelate AP i reference
  • remove contact from job
    remove contact from job in Crelate AP i reference
  • remove from job
    remove from job in Crelate AP i reference
  • delete job
    delete job in Crelate AP i reference
  • delete job posting
    delete job posting in Crelate AP i reference
  • Delete
    Delete in Crelate AP i reference
  • download export
    download export in Crelate AP i reference
  • Enable
    Enable in Crelate AP i reference
  • Ensure
    Ensure in Crelate AP i reference
  • retrieve companies by list id
    retrieve companies by list id in Crelate AP i reference
  • retrieve applications
    retrieve applications in Crelate AP i reference
  • retrieve applications by status
    retrieve applications by status in Crelate AP i reference
  • retrieve attachment
    retrieve attachment in Crelate AP i reference
  • retrieve notes
    retrieve notes in Crelate AP i reference
  • retrieve tasks
    retrieve tasks in Crelate AP i reference
  • retrieve exports
    retrieve exports in Crelate AP i reference
  • retrieve applicant sources
    retrieve applicant sources in Crelate AP i reference
  • retrieve application
    retrieve application in Crelate AP i reference
  • retrieve application content
    retrieve application content in Crelate AP i reference
  • retrieve application record statuses
    retrieve application record statuses in Crelate AP i reference
  • retrieve application statuses
    retrieve application statuses in Crelate AP i reference
  • retrieve available time entry formats
    retrieve available time entry formats in Crelate AP i reference
  • retrieve company
    retrieve company in Crelate AP i reference
  • retrieve attachment content
    retrieve attachment content in Crelate AP i reference
  • retrieve company lists
    retrieve company lists in Crelate AP i reference
  • retrieve note
    retrieve note in Crelate AP i reference
  • retrieve company record statuses
    retrieve company record statuses in Crelate AP i reference
  • retrieve task
    retrieve task in Crelate AP i reference
  • retrieve contact
    retrieve contact in Crelate AP i reference
  • retrieve contacts by email
    retrieve contacts by email in Crelate AP i reference
  • retrieve jobs
    retrieve jobs in Crelate AP i reference
  • retrieve contact lists
    retrieve contact lists in Crelate AP i reference
  • retrieve contact record statuses
    retrieve contact record statuses in Crelate AP i reference
  • retrieve contacts by date range
    retrieve contacts by date range in Crelate AP i reference
  • retrieve contacts by list id
    retrieve contacts by list id in Crelate AP i reference
  • retrieve attachment types
    retrieve attachment types in Crelate AP i reference
  • retrieve custom fields
    retrieve custom fields in Crelate AP i reference
  • retrieve eeoc pass reasons
    retrieve eeoc pass reasons in Crelate AP i reference
  • retrieves all emails from a contact
    retrieves all emails from a contact in Crelate AP i reference
  • retrieve export
    retrieve export in Crelate AP i reference
  • get form info
    get form info in Crelate AP i reference
  • get form request templates
    get form request templates in Crelate AP i reference
  • get form responses
    get form responses in Crelate AP i reference
  • retrieve job
    retrieve job in Crelate AP i reference
  • retrieve application attachment content
    retrieve application attachment content in Crelate AP i reference
  • retrieve contacts on a job [v1]
    retrieve contacts on a job [v1] in Crelate AP i reference
  • retrieve contacts [v2]
    retrieve contacts [v2] in Crelate AP i reference
  • retrieve job lists
    retrieve job lists in Crelate AP i reference
  • retrieve placements
    retrieve placements in Crelate AP i reference
  • retrieve job posting
    retrieve job posting in Crelate AP i reference
  • retrieve job postings
    retrieve job postings in Crelate AP i reference
  • retrieve all jobs
    retrieve all jobs in Crelate AP i reference
  • retrieve jobs by list id
    retrieve jobs by list id in Crelate AP i reference
  • retrieve opportunity types
    retrieve opportunity types in Crelate AP i reference
  • retrieve recent companies
    retrieve recent companies in Crelate AP i reference
  • retrieve recent contacts
    retrieve recent contacts in Crelate AP i reference
  • retrieve recent job postings
    retrieve recent job postings in Crelate AP i reference
  • retrieve recent jobs
    retrieve recent jobs in Crelate AP i reference
  • retrieve tag categories
    retrieve tag categories in Crelate AP i reference
  • retrieve workflow statuses
    retrieve workflow statuses in Crelate AP i reference
  • retrieve workflow types
    retrieve workflow types in Crelate AP i reference
  • is delivery type claimed
    is delivery type claimed in Crelate AP i reference
  • Is Duplicate Name
    Is Duplicate Name in Crelate AP i reference
  • retrieve activities for a job
    retrieve activities for a job in Crelate AP i reference
  • create company
    create company in Crelate AP i reference
  • create attachment
    create attachment in Crelate AP i reference
  • create note
    create note in Crelate AP i reference
  • create task
    create task in Crelate AP i reference
  • create contact
    create contact in Crelate AP i reference
  • append job
    append job in Crelate AP i reference
  • appends email to a contact
    appends email to a contact in Crelate AP i reference
  • create job
    create job in Crelate AP i reference
  • add contact to job
    add contact to job in Crelate AP i reference
  • create job posting
    create job posting in Crelate AP i reference
  • update contact
    update contact in Crelate AP i reference
  • update task
    update task in Crelate AP i reference
  • update company
    update company in Crelate AP i reference
  • update note
    update note in Crelate AP i reference
  • update job
    update job in Crelate AP i reference
  • update contact stage
    update contact stage in Crelate AP i reference
  • reject application
    reject application in Crelate AP i reference
  • replace access
    replace access in Crelate AP i reference
  • create export
    create export in Crelate AP i reference
  • resend form request
    resend form request in Crelate AP i reference
  • retrieve default delivery types for opportunity type
    retrieve default delivery types for opportunity type in Crelate AP i reference
  • retrieve opportunity delivery types
    retrieve opportunity delivery types in Crelate AP i reference
  • Retrieve Available Delivery Types
    Retrieve Available Delivery Types in Crelate AP i reference
  • Retrieve
    Retrieve in Crelate AP i reference
  • Is Claimed
    Is Claimed in Crelate AP i reference
  • Retrieve Placements With Access
    Retrieve Placements With Access in Crelate AP i reference
  • revoke access
    revoke access in Crelate AP i reference
  • search job postings
    search job postings in Crelate AP i reference
  • update job posting
    update job posting in Crelate AP i reference
  • update opportunity delivery types
    update opportunity delivery types in Crelate AP i reference
  • Update
    Update in Crelate AP i reference
  • Update the Children Type Meanings
    Update the Children Type Meanings in Crelate AP i reference
  • set company profile picture
    set company profile picture in Crelate AP i reference
  • set contact profile picture
    set contact profile picture in Crelate AP i reference
  • grant access
    grant access in Crelate AP i reference
  • retrieve delivery types list
    retrieve delivery types list in Crelate AP i reference

    • Any other action you can think up

GUIDEcx
  • Custom action
    Custom action in GUIDEcx (Custom)
  • Add customer team member to project
    Add customer team member to project in GUID ecx
  • Add internal team member to project
    Add internal team member to project in GUID ecx
  • Create project note
    Create project note in GUID ecx
  • Create task note
    Create task note in GUID ecx
  • Set initial project custom field value
    Set initial project custom field value in GUID ecx
  • Set initial task custom field value
    Set initial task custom field value in GUID ecx
  • Assign project tag to project
    Assign project tag to project in GUID ecx
  • Assign task tag to task
    Assign task tag to task in GUID ecx
  • Create custom field
    Create custom field in GUID ecx
  • Create milestone
    Create milestone in GUID ecx
  • Create pending project
    Create pending project in GUID ecx
  • Create project
    Create project in GUID ecx
  • Create project tag
    Create project tag in GUID ecx
  • Create task
    Create task in GUID ecx
  • Create task tag
    Create task tag in GUID ecx
  • Create time record
    Create time record in GUID ecx
  • Subscribe to webhook
    Subscribe to webhook in GUID ecx
  • Delete webhook
    Delete webhook in GUID ecx
  • Get milestone by ID
    Get milestone by ID in GUID ecx
  • Get milestone CSAT responses
    Get milestone CSAT responses in GUID ecx
  • Get milestones by project
    Get milestones by project in GUID ecx
  • Get note by ID
    Get note by ID in GUID ecx
  • Get notes by project
    Get notes by project in GUID ecx
  • Get notes by task
    Get notes by task in GUID ecx
  • Get project by ID
    Get project by ID in GUID ecx
  • Get project CSAT responses
    Get project CSAT responses in GUID ecx
  • Get project properties
    Get project properties in GUID ecx
  • Get project tags
    Get project tags in GUID ecx
  • Get task by ID
    Get task by ID in GUID ecx
  • Get task groups by project
    Get task groups by project in GUID ecx
  • Get task properties
    Get task properties in GUID ecx
  • Get user
    Get user in GUID ecx
  • Get webhook
    Get webhook in GUID ecx
  • List custom fields
    List custom fields in GUID ecx
  • List time categories
    List time categories in GUID ecx
  • List time records
    List time records in GUID ecx
  • List users
    List users in GUID ecx
  • List webhooks
    List webhooks in GUID ecx
  • Remove team member from project
    Remove team member from project in GUID ecx
  • Search milestones
    Search milestones in GUID ecx
  • List projects
    List projects in GUID ecx
  • Search Projects by Customer Email
    Search Projects by Customer Email in GUID ecx
  • List tasks
    List tasks in GUID ecx
  • List templates
    List templates in GUID ecx
  • Sum Time Records
    Sum Time Records in GUID ecx
  • Update custom field
    Update custom field in GUID ecx
  • Update project
    Update project in GUID ecx
  • Update project custom field value
    Update project custom field value in GUID ecx
  • Update project properties
    Update project properties in GUID ecx
  • Update task
    Update task in GUID ecx
  • Update task custom field value
    Update task custom field value in GUID ecx
  • Update task order
    Update task order in GUID ecx
  • Update task properties
    Update task properties in GUID ecx
  • Upsert Project Custom Field Batch
    This is an advanced action which will upsert a custom field or a merge tag to a project based on the custom field name. Merge tags are being deprecated and will be replaced with custom fields. This action will handle that mapping.

    • Any other action you can think up

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