Popular Resource Guru + BoondManager Workflows
Create Resource Guru timeoff event for new BoondManager company
Create BoondManager opportunities for new Resource Guru timeoff event
But manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an timeoff event is created in Resource Guru, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update BoondManager contact from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create candidate in BoondManager
When Booking is created or updated in Resource Guru > Check any condition > Create candidate in BoondManager
When Time off event is created or updated in Resource Guru > Check any condition > Create opportunity in BoondManager
When Booking is created or updated in Resource Guru > Check any condition > Create opportunity in BoondManager
When Opportunity is created in BoondManager > Create new time off event in Resource Guru
When Opportunity is created in BoondManager > Create booking in Resource Guru
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Resource Guru is a simple way to schedule, organize and do more with your team of people and other resources. Assemble an on-demand workforce, coordinate across locations and manage assignments efficiently.
See Resource Guru IntegrationsBoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
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