GUIDEcx and Totara integrations and automations

Seamlessly connect GUIDEcx and Totara. 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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Triggers

When this happens…

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx

    • Any other trigger you can think up

Totara
  • Audience: New/Updated
    Triggers when an audience is added or updated in Totara
  • Course: New/Updated
    Triggers when a course is added or updated in Totara
  • User: New/Updated
    Triggers when a user is added or updated in Totara
  • Organisation: New/Updated
    Triggers when an organisation is added or updated in Totara
  • Position: New/Updated
    Triggers when a position is added or updated in Totara
  • Seminar: New/Updated Event Bookings
    Triggers when a seminar event booking changes state in Totara
  • Seminar: New/Updated Events
    Triggers when a seminar event is added or updated in Totara
  • Seminar: New/Updated In Course
    Triggers when a seminar in a course is added or updated in Totara
  • Certification: New/Updated
    Triggers when a certification is added or updated in Totara
  • Job Assignment: New/Updated
    Triggers when a job assignment is added or updated in Totara
  • Program: New/Updated
    Triggers when a program is added or updated in Totara

    • 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

Totara
  • Audience: Add Member
    Add a member to an audience
  • Audience: Is User A Member
    Check if a user is a member of an audience
  • Audience: Remove Member
    Remove a member from an audience
  • Course: Is User Enrolled
    Check if a user is enrolled in a course
  • User: Create
    Create a new Totara user
  • User: Delete
    Delete a Totara user
  • User: Get - v1
    Get user information - version 1
  • User: Get - v2
    Get user information - version 2
  • User: Get Users
    Get a list of Totara users
  • User: Update
    Update an existing Totara user
  • Manual Enrolment: Enrol
    Enrol a user in a course
  • Manual Enrolment: Unenrol
    Unenrol a user from a course
  • Organisation: Create
    Create an organisation
  • Organisation: Delete
    Delete an existing Totara organisation
  • Organisation: Get
    Return the organisation information by given search criteria if the organisation exists
  • Organisation: Update
    Update the details for an existing organisation
  • Position: Create
    Create a position
  • Position: Delete
    Delete a position
  • Position: Get
    Retrieve a single position
  • Position: Update
    Update a position
  • Seminar: Event - Get
    Get a single seminar event
  • Seminar: Reservation - Allocate to users
    Allocate reserved spaces in a seminar event to users
  • Seminar: Reservation - Release
    Release reserved spaces in a seminar event
  • Seminar: Reservation - Reserve
    Reserve spaces in a seminar event
  • Seminar: Reservation - Get Reservations
    Get a list of booking reservations for a seminar event
  • Seminar: Booking - Get Bookings
    Get a list of bookings for a seminar event
  • Seminar: Booking - Cancel
    Cancel a user booking/signup for a seminar event
  • Seminar: Booking - Create
    Create a user booking/signup for a seminar event
  • Seminar: Booking - Get
    Get a single seminar event booking
  • Seminar: Booking - Set Attendance
    Set attendance for one or more users on a seminar event
  • Seminar: Event - Get Events
    Get a list of events
  • Seminar: Get
    Get a single seminar
  • Seminar: Get Seminars In Course
    Get a list of seminars in a course
  • Certification: Get Certification
    Get a single certification by reference
  • Certification: Get Certifications
    Get a list of certifications
  • Certification: Get Groups
    Get certification groups
  • Certification: Enrol Into Group
    Enrol a user into a certification group
  • Certification: Unenrol From Group
    Unenrol a user from a certification group
  • Job Assignment: Create
    Create a job assignment for a user
  • Job Assignment: Delete
    Delete a job assignment
  • Job Assignment: Get
    Retrieve a job assignment
  • Job Assignment: Update
    Update a job assignment
  • Program: Enrol Into Group
    Enrol a user into a program group
  • Program: Unenrol From Group
    Unenrol a user from a program group
  • Program: Get Groups
    Get a selection of groups
  • Program: Get
    Get a single program
  • Program: Get Programs
    Get multiple programs
  • Report Builder: Get
    Get a report and its details

    • Any other action you can think up

One platform

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