Guru and Salesforce integration

Do everything in one place

Customize your Guru and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Guru

Collection Trust Score Change
Triggers when the selected collection's trust score changes
New Board Created Real-time
Triggers when a new Board is created
New Card Archived Real-time
Triggers when a user archives a Card
New Card Comment Real-time
Triggers when a user comments on a Card
New Card Copied Real-time
Triggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
New Card Created Real-time
Triggers when a new Card is published
New Card Favorited Real-time
Triggers when a user clicks the heart icon to add the card to "My Favorite Card" list
New Card Link Copied Real-time
Triggers when a user clicks on the "Card Copy link" button
New Card Unfavorited Real-time
Triggers when a user removes a Card from their "My Favorite Card" list
New Card Unverified
Triggers when a Card becomes unverified
New Card Updated Real-time
Triggers when a user makes an edit to a Card
New Card Verified Real-time
Triggers when a user verifies a Card
New Card Viewed Real-time
Triggers when a user views a Card
New Collection Created Real-time
Triggers when a new Collection is created
New Group Created Real-time
Triggers when a new Group is published
New Member Real-time
Triggers when a new member was invited to team
New Tag Created Real-time
Triggers when a new Tag is created
New User Added to Group Real-time
Triggers when a User is added to a Group

Any other trigger you can think up

Salesforce

Monitor changes in a record Real-time
Monitor changes in a record in Salesforce
New record
New record in Salesforce
New record Real-time
New record in Salesforce
New Outbound message Real-time
New Outbound message in Salesforce
New platform event Real-time
New event in Salesforce
New PushTopic event Real-time
New PushTopic event in Salesforce
Export new records
Export new records in Salesforce
Export new/updated records
Export new/updated records in Salesforce
Scheduled record search using SOQL query WHERE clause Batch
Scheduled record search using SOQL query WHERE clause in Salesforce
Scheduled records search using SOQL query Batch
Scheduled records search using SOQL query in Salesforce
New records Batch
New records in Salesforce
New/updated records Batch
New/updated records in Salesforce
Threshold met for new records created Batch
Threshold met for new records created in Salesforce
Deleted record
Record deleted in Salesforce
New/updated record
New/updated record in Salesforce
New/updated record Real-time
New/updated record in Salesforce

Any other trigger you can think up

Actions

Do this…

Guru

Add Tag to Card
Adds an existing Tag to a Card.
Add User to Group
Adds a user to a Group.
Archive Card
Archives a Card.
Create Card
Create a new Card
Create Group
Creates a new Group
Create Tag
Create a Tag
Create Tag Category
Create a Tag Category
Get Board Details
Get Board details
Get Card Details
Get Card details
Get Collection Details
Get Collection details
Get Group Details
Get Group details
Get Tag Details
Get Tag details
Get Team Stats
Get Team stats
Get User Details
Find User details
Invite User
Adds a user to your Team
List Collections
List Collections
List Group Members
List Users within a Group
List Tag Categories
List Tag Categories
Remove User from Group
Removes a User from a Group
Remove User
Removes a User from your Team
Restore Card
Restores a previously Archived Card
Search for Archived Card
Search for a card that has been archived
Search Cards
Search Cards
Search Groups
Search Groups
Unverify Card
Unverifies a Card
Update Card
Update a Card
Verify Card
Verifies a Card

Any other action you can think up

Salesforce

Custom action
Custom action in Salesforce (Custom)
Approve record in approval process
Approve a record in approval process in Salesforce
Create records in batches Batch
Create records in batches in Salesforce
Update records in batches Batch
Update records in batches in Salesforce
Create record
Create record in Salesforce
Publish platform event
Publish platform event in Salesforce
Delete record
Delete record in Salesforce
Download attachment
Download attachment from Salesforce
Download file
Download file from Salesforce
Get record details by ID
Get details of specific record in Salesforce
Get related list by parent record ID Batch
Get list of related records in Salesforce
Get report by ID
Get report details in Salesforce
Get object schema
Get object schema in Salesforce
Create records in bulk from CSV file
Create records in bulk in Salesforce from CSV file
Create records in bulk from CSV file (API 1.0)
Create records in bulk in Salesforce from CSV file
Reject record in approval process
Reject a record in approval process in Salesforce
Retry bulk job for failed records from CSV file
Retry objects bulk job in Salesforce from CSV file
Search records Batch
Search for records in Salesforce
Search records using SOQL query WHERE clause Batch
Search records using SOQL query WHERE clause in Salesforce
Search records in bulk using SOQL query (API 1.0)
Search records in bulk using SOQL query (API 1.0) in Salesforce
Search records in bulk using SOQL query (API 2.0)
Search records in bulk using SOQL query (API 2.0) in Salesforce
Search records using SOQL query Batch
Search for records using SOQL query in Salesforce
Submit record for approval
Submit a record for approval in Salesforce
Update records in bulk from CSV file
Update records in bulk in Salesforce from CSV file
Update records in bulk from CSV file (API 1.0)
Update records in bulk in Salesforce from CSV file
Update record
Update record in Salesforce
Upload file
Upload file to Salesforce
Upsert records in bulk from CSV file
Upsert records in bulk in Salesforce from CSV file
Upsert records in bulk from CSV file (API 1.0)
Upsert records in bulk in Salesforce from CSV file
Upsert records in batches Batch
Upsert records in batches in Salesforce
Upsert record
Upsert record in Salesforce