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Connecting to your GUIDEcx Instance in Recipe Builder
Connecting to your GUIDEcx Instance in Recipe Builder

The GUIDEcx connector saves time when creating new recipes and is used in many of prebuilt recipes available in the community page.

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

Overview

The GUIDEcx Connector in Recipe Builder lets you quickly build and use integrations between GUIDEcx and other systems. Instead of configuring each webhook or API Request manually, you can select triggers and actions from a list that already have the data needed to power action ready to be mapped.

The bulk of your recipes will use this connector at least once.


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.


How to Create a GUIDEcx Connection

Install The Connector

If you're interested in creating your own recipes, or planning on using multiple integrations installing the GUIDEcx connector and creating a connection can save you time.

To install the connector follow these steps:

  1. Navigate to the Community Page of Recipe Builder

  2. Click on the Custom Connectors tab.

  3. Search for GUIDEcx.

  4. Select the application from the results.

  5. Click Install in the top right of the page.

  6. Click Accept and Install in the resulting modal.

  7. Click Release Connector after it's installed.

Create the Connection

Once the Connector is installed, it can be used in a recipe. However, you will still need to create a connection by providing credentials to authenticate with GUIDEcx.

There are two ways to create Connections in Recipe Builder:

Creating a Connection in the Editing Environment of a Recipe

Follow these steps to create a connection in the editing environment of a recipe:

  1. Select an action that uses the GUIDEcx connector.

  2. In the Configuration pane, navigate to the Connection tab.

  3. Create the Connection

    1. Give the Connection a name.

    2. Leave the GUIDEcx Open API URL as is.

Note: If a connection already exists, you will need to Click +New connection below the existing connections.

Creating a Connection in the Create Dropdown

Follow these steps to create a connection in the Create dropdown of the Recipes page:

  1. Within the Recipes page of Recipe Builder, navigate to the Project you want to store the connection in.

  2. Click the Create dropdown.

  3. Select Connection from the list.

  4. Search for GUIDEcx and select if from the results.

  5. Create the Connection

    1. Give the Connection a name.

    2. If needed, use the dropdown under location to change what project the recipe will be stored in.

    3. Leave the GUIDEcx Open API URL as is.


FAQ

When Searching for the GUIDEcx connector I see two different options, which one do I select?

Some instances of Recipe Builder will see two GUIDEcx apps when searching for them. Once with GUIDE capitalized and our current Logo and one with CX capitalized and our old logo. The connector with the black background and GUIDE capitalized is the most up-to-date connector and should be selected.

Why do I see two GUIDEcx connectors when searching in the Community Library?

Some instances of Recipe Builder will see two GUIDEcx apps when searching for the GUIDEcx connector. This is because the instance of Recipe Builder was set up before the current version of the connector was created. For all new recipes use the connector with GUIDE capitalized and the logo with the black background.

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