GUIDEcx and Rev Ops integrations and automations

Seamlessly connect GUIDEcx and Rev Ops. 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

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps

    • Any other trigger you can think up

Actions

Do this…

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

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps

    • Any other action you can think up

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