Create integrations between GuideCX and Slack to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Create Pending Project
A Pending Project is an object containing the default values that a GuideCX admin or project manager will have access to as they complete the project setup within the GuideCX app. A successful API request will trigger a "Pending Project" notification within the app and provide an opportunity for your project manager to verify the project details before the project is created and your customer users are notified.
- NameRequired
- Customer Domain
- Project Manager Email
- Project End Date
- Template SKUs
- Template Execution
- Referring Object Id
- External ID
- Create Task Note
Creates a note on a task
- Task IDRequired
- NoteRequired
- Author
- Internal Only
- Find Task
Search for a task across your organization
- Assignee Email
- Priority
- Project Status
- Responsibility
- StatusRequired
- Task Type
- New Channel
Triggers whenever a new #channel is created.
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- Create Project Note
Creates a new note on the project
- Project IDRequired
- NoteRequired
- Author
- Internal Only
- Update Task Status
Updates the status of a task
- Task IDRequired
- StatusRequired
- New Public Message Posted Anywhere
Triggers when a new message is posted to any public channel.
- Trigger for Bot Messages?
Try It - New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
- ChannelRequired
- Trigger for Bot Messages?
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