Popular Resource Guru + TeamWave Workflows
Create Resource Guru timeoff event for new TeamWave organization
Create TeamWave task for new Resource Guru timeoff event
With the help of this integration, when an timeoff event is created, a task will be automatically created in TeamWave and will include the details of the timeoff event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new timeoff event. You can then simply assign the task to someone on your team and they can get started!
Create TeamWave deal for new Resource Guru timeoff event
But manually creating a deal 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 deal creation in TeamWave.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update TeamWave person from new Resource Guru timeoff event
When Time off event is created or updated in Resource Guru > Check any condition > Create person in TeamWave
When Time off event is created or updated in Resource Guru > Check any condition > Add follower in TeamWave
When Booking is created or updated in Resource Guru > Check any condition > Create person in TeamWave
When Booking is created or updated in Resource Guru > Check any condition > Add follower in TeamWave
When Time off event is created or updated in Resource Guru > Check any condition > Create deal in TeamWave
When Booking is created or updated in Resource Guru > Check any condition > Create deal in TeamWave
When Deal is created in TeamWave > Create new time off event in Resource Guru
When Deal is created in TeamWave > 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 IntegrationsTeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
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