Leveraging Guru's iPaaS Integrations: Zapier and Workato

Guru integrates with both Zapier and Workato, giving you the flexibility to automate workflows and connect Guru to your broader tool ecosystem. This guide covers available triggers and actions, setup instructions, and answers to frequently asked questions for both integrations.

Zapier

Zapier allows you to automate tasks based on events in Guru or external tools.

Available Triggers and Actions

TriggersActions
Card UnverifiedCreate Card
Card ArchivedCreate Group
Card Comment CreatedAdd Tag to Card
Card CopiedArchive Card
Card CreatedRestore Card
Card FavoritedVerify Card
Card Link CopiedUnverify Card
Card UnfavoritedAdd User to Group
Card UpdatedRemove User from Group
Card VerifiedInvite User
Card ViewedRemove User
User Added to GroupSearch: Find Archived Card
Collection Trust Score Crosses ThresholdSearch: Find or Create Card
New Collection AddedSearch: Find Tag
New Tag AddedCreate PDF From a Guru Card ID
New Group Added
New Folder Added
Announcement Sent
Team Card Count Reaches a Milestone

Troubleshooting Zapier

If you're running into issues:


Frequently asked questions about Zapier + Guru

What permissions do I need to create a Zap?
Zapier access aligns with your Guru role and permission levels. A 403 error usually means you're authenticated but do not have access to that specific endpoint.

Role-based Access Summary

RoleCapabilities in Zapier
Read OnlyLimited access to Zapier actions and triggers.
AuthorCan use triggers like Card Copied, Card Viewed, Card Unverified, and more on Collections they have access to. Can perform actions they are permitted to take in Guru.
Collection OwnerSame trigger/action access as Authors. Can also manage folder permissions.
AdminFull access to user management actions like Invite User, Add/Remove User from Group, and more.

Learn more about Guru roles.

Why doesn’t the Card Archived trigger show folder ID?
Archived Cards no longer retain folder information, so Zapier cannot provide folder ID when this trigger is activated.

Can I pull comment content from the Card Comment Trigger?
Not currently. The Card Comment content is not available via this trigger.

Can I trigger an action when a tag is added to a Card?
You can use Zapier Filter Rules on the Card Created trigger to check for specific tags. This will not apply to tags added after Card creation.

Who can use the announcement trigger?

  • Admins can create triggers for announcements sent to any Group.
  • Non-admins can only create Zaps for announcements from Collections where they have Author access.

Workato

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Access Required

Only Admins or users with developer permissions can install the connector.

Guru’s Workato Community Connector enables deeper automation through customizable recipes using Guru’s API.

Available Triggers and Actions

TriggersActions
New CardAdd Member to Group
New MemberCreate Card
Create Tag
Create Tag Category
List Tag Categories
Invite Member
Remove Member
Remove Member from Group
Search Cards
Search Groups
Update Card
Get Card Details
Get Team Stats
List Collections
List Members Within a Group

Installing the Workato Community Connector

  1. Install the Guru Community Connector to your Workato workspace.
  2. A copy of the connector will be cloned into your workspace.
  3. You may extend the connector functionality using Guru’s API documentation, or use it as-is.
  4. Click Release latest version to make it available for use in your recipes.

Authenticating your Guru Account in Workato

  1. Go to App Connections.
  2. Search for the Guru app.
  3. Name your connection.
  4. Sign in with your Guru username and User API Token.
  5. Once authenticated, you're ready to build workflows.

Workato Setup

Recommended Workato Recipes

Visit Guru’s Workato Recipe Index for a library of ready-to-use workflows and automation ideas.


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