Hello Guru! Is it possible to auto-create a Guru card (using a Guru template) when something changes on a Salesforce record?
I'm curious if there is a way to automate a "new merchant onboarding" Guru card after an Opportunity field in Salesforce is updated to closed won. Appreciate any insights!
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This is the API call to create a Guru card. To use a template, there'd be another API call first to load the template. I don't have documentation on the template API handy, but if it'd help I can track that down!
Our API also lets you search for templates by name — I didn't include that because that feels less important for an automated solution and is just something our UI would use, but if that'd help lemme know and I can add those details too!