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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Board Created" from Whatboard.

Add your action

An action happens after the trigger—such as "Create Attendee(s)" in Guidebook.

You’re connected!

Zapier seamlessly connects Whatboard and Guidebook, automating your workflow.

Supported triggers and actions

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.

Board Created
Triggers when a board is created.
Trigger
Polling
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- Guide ID
  Required
- Custom List Title
  Required
- Import ID
Action
Write
- Custom List Item ID
  Required
- Custom List ID
  Required
Action
Write
- Guide ID
  Required
- Session Title
  Required
- Session Description
  Required
- Start Date & Start Time
  Required
- End Date & End Time
  Required
- All Day Session?
- Import ID
- Require Login?
- Add to Schedule
Action
Write

- Guide ID
  Required
- Email
  Required
- First Name
- Last Name
- Import ID
Action
Write
- Guide ID
  Required
- Item Title
  Required
- Item Subtitle
- Item Description
  Required
- Import ID
- Contact Email
Action
Write
- Guide ID
  Required
- Content Type
  Required
- Object ID
  Required
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Whatboard and Guidebook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Whatboard to Guidebook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Whatboard

Whatboard is a team collaboration tool to share boards between the teammates.

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Related categories

Dashboards

About Guidebook

Guidebook’s best-in-class app building platform helps you stay connected, whether that’s in-person, virtually, or a hybrid of both.