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
| **Triggers** | **Actions** |
| ---------------------------------------- | ------------------------------ |
| Card Unverified | Create Card |
| Card Archived | Create Group |
| Card Comment Created | Add Tag to Card |
| Card Copied | Archive Card |
| Card Created | Restore Card |
| Card Favorited | Verify Card |
| Card Link Copied | Unverify Card |
| Card Unfavorited | Add User to Group |
| Card Updated | Remove User from Group |
| Card Verified | Invite User |
| Card Viewed | Remove User |
| User Added to Group | Search: Find Archived Card |
| Collection Trust Score Crosses Threshold | Search: Find or Create Card |
| New Collection Added | Search: Find Tag |
| New Tag Added | Create 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:
- Visit your [Zap Details](https://help.zapier.com/hc/en-us/articles/8496182140941-Review-Zap-details) to view the **Task Usage** and **Zap Run** tabs for history and errors.
- Use Zapier’s [Support Documentation](https://zapier.com/help/troubleshoot) or [contact their team directly](https://zapier.com/app/get-help).
- If the issue relates to the Guru Zapier app, Zapier’s team will contact Guru Support on your behalf.
***
### 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
| **Role** | **Capabilities in Zapier** |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Read Only** | Limited access to Zapier actions and triggers. |
| **Author** | Can 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 Owner** | Same trigger/action access as Authors. Can also manage folder permissions. |
| **Admin** | Full access to user management actions like Invite User, Add/Remove User from Group, and more. |
[Learn more about Guru roles.](https://help.getguru.com/docs/guru-roles-admin-collection-owner-author-read-only)
**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](https://zapier.com/help/create/customize/filter-and-path-rules-in-zaps) 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
> 👥 **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
| **Triggers** | **Actions** |
| ------------ | --------------------------- |
| New Card | Add Member to Group |
| New Member | Create 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](https://docs.workato.com/developing-connectors/community/community.html#how-do-i-install-community-connectors) 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](https://developer.getguru.com/), or use it as-is.
4. Click **Release latest version** to make it available for use in your recipes.
<br />
### Authenticating your Guru Account in Workato
1. Go to [**App Connections**](https://app.workato.com/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.
### Recommended Workato Recipes
Visit Guru’s [Workato Recipe Index](https://app.getguru.com/card/ixRGLEbT/Gurus-Workato-Recipe-Index) for a library of ready-to-use workflows and automation ideas.
***
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