GUIDEcx

Elan Maynez

Genevieve Easterling

Recipe Builder Basics, Open API, and more!

Integrations

The Jira v3 integration helps your teams stay in their preferred tools by keeping tasks and updates in sync between GUIDEcx and Jira.

Jira <> GUIDEcx Integration Overview

Pull projects into GUIDEcx and push updates back to Salesforce

Salesforce in Recipe Builder

Explore how to use Recipe Builder to integrate GUIDEcx with the rest of your tech stack!.

Recipe Builder

Learn how integrations work within the GUIDEcx platform!

What is the GUIDEcx Recipe Builder?

This overview will help you understand the basics to the GUIDEcx integration platform aka Recipe Builder

Recipe Builder 101

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

Connecting to your GUIDEcx Instance in Recipe Builder

When authenticating with a connector in Recipe Builder, a Connection is created and stored for use in future recipes.

Creating a New Connection in Recipe Builder

Installing Recipes from the Community Library in Recipe Builder

Learn how to create your own recipes to build automations within your tech stack.

Creating Your Own Recipes in Recipe Builder

Recipe Builder Task Limits

Getting Started

400 Bad Request Error

401 Unauthorized error

403 Forbidden Error

404 Not Found

422 Unprocessable Entity

Troubleshooting Recipe Builder

Troubleshooting

HubSpot in CRM Cards and Recipe Builder

Learn how to connect to Typeform in Recipe Builder and what the Pre-built Typeform recipes do.

Typeform Integration Recipes

Upgrading from older managed package approaches

Salesforce Migration to Recipe Builder

Learn how to connect to Zendesk in Recipe Builder and what the pre-built Zendesk recipes do.

Zendesk Integration Recipes

Create Zendesk Tickets by including a hashtag in a GUIDEcx task note. Also sync GUIDEcx notes to Zendesk as comments.

Create Zendesk Ticket and Sync Comments from GUIDEcx Recipe

Forward Zendesk comments to GUIDEcx as task notes.

Sync Zendesk ticket comments to GUIDEcx Recipe

Sync the status of a Zendesk ticket with a task in GUIDEcx.

Sync Zendesk ticket status to GUIDEcx Recipe

Automate task completion and import Google Form responses into GUIDEcx with this recipe.

Import Google Form Response to GUIDEcx Recipe

Learn what the pre-built Google Forms recipes do.

Google Forms Integration Recipes

Create a Custom Merge Tag for a Google Forms URL that updates at project creation to pre-fill a field containing the GUIDEcx Project ID.

Create Google Form URL for GUIDEcx Recipe

Quickly Assign Tasks in GUIDEcx to the corresponding project's PM with this recipe.

Bulk Assign GUIDEcx Tasks to Project Manager Recipe

Generate or Translate task instructions with OpenAI's ChatGPT.

OpenAI(ChatGPT) Integration Recipes

Complete GUIDEcx Task Instructions with ChatGPT Recipe

Translate GUIDEcx Task Instructions with ChatGPT Recipe

Create a Custom Merge Tag for a Typeform URL that updates at project creation to pre-fill a hidden field containing the GUIDEcx Project ID.

Create Typeform URL for GUIDEcx Project Recipe

Automate task completion when a response is received from a Typeform Form

Update GUIDEcx Task from Typeform Response Recipe

Make your GUIDEcx experience even more powerful with these pre-built integrations

GUIDEcx Dependency Recipes

Task A in Template B can be triggered upon the completion of Task A in Template A

Set Dependency Across Templates in GUIDEcx Recipe

Learn how to set up multiple task dependencies for one task!

Set Multi-Task Dependency in GUIDEcx Recipe

Install this recipe and update your templates to allow for tasks to start x amount of days after their dependency has been met!

Finish-to-Start with Lag Dependency Recipe

Microsoft Teams Integration Recipes

Share GUIDEcx project notes to a channel in Microsoft Teams.

Sync GUIDEcx Note to Microsoft Teams Message Recipe

Add both Internal and Public GUIDEcx Project Notes without having to leave Microsoft Teams.

Sync Microsoft Teams Message to GUIDEcx Note Recipe

Notify team members of GUIDEcx Task Assignments in Microsoft Teams

Post Microsoft Teams Message for GUIDEcx Task Assignment Recipe

Update the status of a GUIDEcx task without having to leave Microsoft Teams

Update GUIDEcx task status from Microsoft Teams Recipe

Sync task updates to Salesforce on a defined schedule, using a batch update.

Bulk Sync GUIDEcx Tasks to Salesforce

Sync GUIDEcx New Tasks to Salesforce

Learn how to connect to NetSuite in Recipe Builder so you can start passing data from GUIDEcx to NetSuite!

NetSuite Integration Setup

Sync GUIDEcx Time Tracking to NetSuite on a daily, weekly, or monthly schedule!

Bulk Sync GUIDEcx Time Tracking to NetSuite Service Item Fulfillment Recipe

Check out this collection to learn about specific recipes you can install into your Recipe Builder!

Specific Recipes

Embed an iframe of your Project Overview

Set up custom SAML for GUIDEcx in Google Workspaces. Follow this guide to enable SSO integration and enhance security and user experience.

Creating a Custom SAML App for GUIDEcx in Google Workspaces

Learn how to set up SSO with GUIDEcx to reduce the number of credentials your users need to create!

Single Sign On (SSO) Setup

Learn how to use external systems to authenticate with GUIDEcx.

Single Sign-On (SSO)

Ask the Community

Find answers and get help from Intercom Support and Community Experts

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