GUIDEcx

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

Single Sign On (SSO) Setup

Stacey Hatch

Michael Drummond

Chris Haleua

Recipe Builder, Native Integrations, Webhooks, and more!

Integrations

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

Recipe Builder Overview

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

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

Recipe Builder

SharePoint Integration

Discover how to set-up specific published recipes in Recipe Builder.

Recipe-Specific Documentation

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

Calendly Integration Recipes

Automate Task Completion within GUIDEcx and share scheduling information automatically from Calendly.

Calendly - Process Event Bookings Recipe

Automate the creation of unique Calendly URLs for each implementation during project creation.

Calendly - Create Project URL Recipe

Retrieve Calendly Information for use in other Calendly recipes.

Calendly - Retrieve User and Organization URI Recipe

Recipes used to integrate GUIDEcx and Calendly

Calendly Recipes

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

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

Import Google Form Response to GUIDEcx Recipe

Recipes used to Integrate GUIDEcx and Google Forms

Google Forms Recipes

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

Recipes used to automate processes in GUIDEcx

GUIDEcx Recipes

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

Recipes used to integrate GUIDEcx and Microsoft Teams

Microsoft Teams Recipes

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

Recipes used to integrate GUIDEcx and NetSuite

NetSuite Recipes

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

Recipes used to Integrate GUIDEcx and OpenAI (ChatGPT).

OpenAI(ChatGPT) Recipes

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

Recipes used to integrate GUIDEcx and Salesforce

Salesforce Recipes

Create a Slack Channel for new GUIDEcx Projects and forward Notes and Updates to it.

Slack Channel Integration Recipes

Create Slack Channel for New GUIDEcx Project Recipe

Forward GUIDEcx Project Notes to Slack Recipe

Forward GUIDEcx Task Notes to Slack Recipe

Send Slack Message When GUIDEcx Project Status Changes Recipe

Send Slack Message When Specific GUIDEcx Tasks Marked Done Recipe

Recipes used to Integrate GUIDEcx with Project-Specific Slack Channels

Slack Channel Recipes

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

Slack Task Assignment Integration Recipes

Send Task Assignment messages via Slack with this recipe.

Send GUIDEcx Task Assignment to Slack Recipe

Allow Task Assignees to update a GUIDEcx Task Status by clicking on the buttons created by the Send GUIDEcx Task Assignment to Slack recipe.

Push Slack Status to GUIDEcx (Obverse) Recipe

Push Slack Status to GUIDEcx (Reverse) Recipe

Recipes used to integrate GUIDEcx Tasks and Slack.

Slack Task Assignment Recipes

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

Typeform Integration Recipes

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

Recipes used to integrate GUIDEcx and Typeform

Typeform Recipes

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

Recipes used to integrate GUIDEcx and Zendesk

Zendesk Recipes

Slack Integration

Jira Integration V1

Jira Time Tracking Sync

Connecting to Jira allows you and your team to seamlessly and effortlessly create and track issues inside of your GUIDEcx projects.

Jira Integration V2

Connect the leading Customer Onboarding tool to the leading Customer Success Platform.