Recipe Builder Overview

Integrating systems with custom triggers and flexible actions in drag and drop recipes instead of intimidating code

Stacey Hatch avatar
Written by Stacey Hatch
Updated over a week ago

Overview

Recipe Builder is an Integration Platform as a Service (iPaaS) environment that allows administrators to automate triggers and actions with external systems and GUIDEcx. This allows for bi-directional syncing via APIs and elimination of double-entry of the same updates in both systems.

Recipe Builder merges the functionality of an enterprise-grade workflow automation platform with the user-friendly experience commonly found in consumer apps, empowering business and IT users to swiftly construct automations within GUIDEcx.

Did you Know? We have a Guide University course on Recipe Builder. View it, here.


User Access

Only Admins can access and manage Recipe Builder.

Note: If you would like the Recipe Builder enabled, please reach out to your CSM.


Key Concepts

Recipes

Recipes are a set of automated steps built by users that can span multiple apps, such as creating projects in GUIDEcx when a Salesforce Opportunity is Closed-Won. Each Recipe comprises of a trigger and one or more actions that are carried out when a trigger event is picked up.

Triggers

Triggers determine what event Recipe Builder listens for to execute the actions described in a recipe. Trigger events can be set off when an event happens in an app (such as Salesforce, JIRA, or GUIDEcx), when a new line is added in a file, or according to a schedule.

Depending on the available API, Recipe Builder can receive trigger events in real-time, or check for the occurrence of an event periodically by polling the app.

Steps and Actions

Recipe Steps are instructions for Recipe Builder on what to do when the Trigger is met. Recipes are required to have at least one step. The most basic step for a recipe is in action within an app.

Recipe Builder steps can be actions in an app or a logical step on how to proceed with the recipe.

Datapills

Every step brings data into a recipe. This data is available to add to later steps as a datapill via the Recipe Data Pane.

Datapills allow you to configure the recipe to utilize data from one system in another system. For example, the following datapills are available for the Trigger New/updated Salesforce Opportunity.

Screenshot of Recipe Data pane in Recipe Builder showing datapills available for use.

Connections

For a recipe to take action within an app, it has to be authorized by the app. This authorization is referred to as a connection. Connections can be used by multiple recipes.

Jobs

Whenever a trigger event occurs, the steps in the recipe are run. This is called a job. Jobs can either be successful or contain errors, and in the event of an error, subsequent step actions are not carried out.

A record of each job is saved within recipe builder, including details of the steps taken and any responses from the external systems.


Navigating to Recipe Builder

Animated Gif of a screen recording in GUIDEcx navigating to Recipe Builder from the Projects Page

Follow these steps to access Recipe Builder:

  1. Expand the primary navigation.

  2. Click on the three dots next to your company name.

  3. Click on Recipe Builder


Dashboard

Screenshot of The Recipe Builder Dashboard Within GUIDEcx

Recipe Builder's Dashboard provides users with information on job runs and step-by-step details on what data was used as inputs and outputs. This information is beneficial when debugging an integration.

Monitoring & Troubleshooting Recipes from the Dashboard

Follow these steps to access the jobs and run details from the Dashboard:

  1. Click on a date in the chart

  2. Hover over the job you want to analyze and click on job you would like to analyze (Note: You can click on the link next to “Success”, “Failure”, or “Tasks” to get to the same view)


Recipes

The Recipes page contains your existing recipes and connections. These Assets are organized into projects, which are further broken down into folders. A project can contain multiple recipes and connections.

For example, the following screenshot shows a Project titled Zendesk with 2 Connections, 3 Recipes, and a Folder titled: Old Zendesk Recipes.

Within the Recipes page of recipe builder you're able to view and edit existing recipes, and create new recipes and connections.


Properties

The Properties page allows you to create up to 100 properties that can be used in your recipes as a datapill. This can be useful for complex deployment models accross multiple recipes, for example you can have a property that contains an email address used to send notifications to. All of your recipes can then use that value to send emails to the same recipient.


Community

The community contains pre-built integrations from a broader community that can be leveraged to streamline recipe development.

Recipes

By default, the Community page opens to the recipes tab. At the top of the page are GUIDEcx recommended app. These are pre-built recipes sorted by external application that you can use to connect GUIDEcx to that system.

Follow the steps outlined in Installing Recipes From the Community Library in Recipe Builder to install one of these recipes.

Custom Connectors

The Custom Connectors section allows you to search community-built connectors. Connectors provide pre-built packages for interacting with the API of integrated systems. These streamline the authentication and automation process even if you are less familiar with code. The connector tool allows you to search for connectors that have been built by the larger community.

Follow these steps to install a connector from the community:

  1. Click on Community > Customer Connectors

  2. Search for the system to which you are hoping to connect

  3. Click on the tile for the system

  4. Click on Install

  5. Click on Release connector. The connector will now be available to use within a recipe.


Connectors

The Connectors page allows you to see and create new connectors. For more information creating a new connector, see Creating a New Connector in Recipe Builder.


FAQs

I got Recipe Builder turned on, but I'm not seeing it!

Try clearing your cache and cookies specifically for GUIDEcx:
Click on the lock next to the GUIDEcx URL and select Cookies 🍪 🍪 🍪
Once you are in there you will highlight each line item that has "GUIDEcx in it" (which may be different than what I have in my screenshot) and select "remove". ❌

When all GUIDEcx sites are cleared out, you can click on done. ✅
After you are out of that screen you will want to refresh your page and then you will need to log back into GUIDEcx.
Doing this should get rid of anything your browser may be holding onto that can potentially cause issues for you. 🎉

Can I access recipe builder in an incognito window?

That depends on your browser settings.

If you are wanting to be able to access recipe builder in an incognito window then you need to make sure that you do not have the "block third party cookies in incognito" option selected

How do I share a recipe link to Support for help troubleshooting?

  1. Open up the recipe that you need help with.

  2. Navigate to the Recipe Settings

  3. Select "Sharing"

  4. Copy the share code and paste it in the ticket form!

Note: You may need to generate a new share link if you've never shared it before!

How many tasks can I run in Recipe Builder?

Each customer (Premium and Enterprise) can run 72,000 tasks per year. Your usage is available on the dashboard. Please reach out to your CSM to discuss additional task needs. For more information check out our Recipe Builder Task Limits Article.

How Do I Migrate from Marketplace to Recipe Builder?

If you have existing integrations in the Marketplace, these will continue to exist in the Recipe Builder under a folder aligned with that original integration. With the Recipe Builder, you have the ability to add additional recipes that will continue to exist in Recipe Builder.

If you decide to migrate back to Marketplace from Recipe Builder, your recipes will continue to run behind the scenes, but you will no longer be able to access the build experience.

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