GuideCX and RowShare

Easily integrate GuideCX and RowShare without any code.

GuideCX

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with GuideCX through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in GuideCX

Or the other way round:

When this happens in GuideCX

Automatically do that in RowShare

GuideCX Triggers and Actions

Below is a list of triggers and actions available on GuideCX via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

and more triggers

GuideCX doesn't offer (yet) any Trigger on Zapier.

Actions

Update Task Status

Updates the status of a task

Create Project Note

Creates a new note on the project

Find Task

Search for a task across your organization

Create Task Note

Creates a note on a task

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.

and more actions

GuideCX doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.