Do everything in one place
Customize your GUIDEcx and Workbot for Workplace integration with the following
triggers and actions.
Triggers
When this happens…
GUIDEcx
- Webhook Real-timeWebhook in GUID ecx
Any other trigger you can think up
Workbot for Workplace
- New command Real-timeNew command to Workbot for Workplace
Any other trigger you can think up
Actions
Do this…
GUIDEcx
- Custom actionCustom action in GUIDEcx (Custom)
- Add customer team member to projectAdd customer team member to project in GUID ecx
- Add internal team member to projectAdd internal team member to project in GUID ecx
- Create project noteCreate project note in GUID ecx
- Create task noteCreate task note in GUID ecx
- Set initial project custom field valueSet initial project custom field value in GUID ecx
- Set initial project merge tag valueSet initial project merge tag value in GUID ecx
- Set initial task custom field valueSet initial task custom field value in GUID ecx
- Assign project tag to projectAssign project tag to project in GUID ecx
- Assign task tag to taskAssign task tag to task in GUID ecx
- Create custom fieldCreate custom field in GUID ecx
- Create merge tag labelCreate merge tag label in GUID ecx
- Create milestoneCreate milestone in GUID ecx
- Create pending projectCreate pending project in GUID ecx
- Create projectCreate project in GUID ecx
- Create project tagCreate project tag in GUID ecx
- Create taskCreate task in GUID ecx
- Create task tagCreate task tag in GUID ecx
- Create time recordCreate time record in GUID ecx
- Subscribe to webhookSubscribe to webhook in GUID ecx
- Delete webhookDelete webhook in GUID ecx
- Get milestone by IDGet milestone by ID in GUID ecx
- Get milestone CSAT responsesGet milestone CSAT responses in GUID ecx
- Get milestones by projectGet milestones by project in GUID ecx
- Get note by IDGet note by ID in GUID ecx
- Get notes by projectGet notes by project in GUID ecx
- Get notes by taskGet notes by task in GUID ecx
- Get project by IDGet project by ID in GUID ecx
- Get project CSAT responsesGet project CSAT responses in GUID ecx
- Get project propertiesGet project properties in GUID ecx
- Get project tagsGet project tags in GUID ecx
- Get task by IDGet task by ID in GUID ecx
- Get task groups by projectGet task groups by project in GUID ecx
- Get task propertiesGet task properties in GUID ecx
- Get userGet user in GUID ecx
- Get webhookGet webhook in GUID ecx
- List custom fieldsList custom fields in GUID ecx
- List merge tagsList merge tags in GUID ecx
- List project merge tagsList project merge tags in GUID ecx
- List time categoriesList time categories in GUID ecx
- List time recordsList time records in GUID ecx
- List usersList users in GUID ecx
- List webhooksList webhooks in GUID ecx
- Remove team member from projectRemove team member from project in GUID ecx
- List projectsList projects in GUID ecx
- List tasksList tasks in GUID ecx
- List templatesList templates in GUID ecx
- Update custom fieldUpdate custom field in GUID ecx
- Update merge tag labelUpdate merge tag label in GUID ecx
- Update projectUpdate project in GUID ecx
- Update project custom field valueUpdate project custom field value in GUID ecx
- Update project merge tag valueUpdate project merge tag value in GUID ecx
- Update project propertiesUpdate project properties in GUID ecx
- Update taskUpdate task in GUID ecx
- Update task custom field valueUpdate task custom field value in GUID ecx
- Update task orderUpdate task order in GUID ecx
- Update task propertiesUpdate task properties in GUID ecx
Any other action you can think up
Workbot for Workplace
- Custom actionCustom action in Workbot for Workplace (Custom)
- Post attachmentPost attachment as Workbot
- Post messagePost message as Workplace Workbot
- Post replyPost reply as Workplace Workbot
- Post simple messagePost simple message as Workplace Workbot
- Post simple replyPost simple reply as Workplace Workbot
Any other action you can think up
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