Resource Guru

The Resource Guru modules allow you to monitor, create, update, send, retrieve, list, and delete the bookings, clients, resources, projects, and downtime events in your Resource Guru account.

Getting Started with Resource Guru

Prerequisites

Connecting Resource Guru to Make

1. Go to Make and open the Resource Guru module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Account Name field, enter your Resource Guru's account name. You can find the account name at Your Account Name > Settings.

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4. Click Continue.

The connection has been established.

Booking

Note

You do not have to add the webhooks in the Resource Guru as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a booking is created, deleted or changed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Resource Guru account.

Returns information about specified booking.

Connection

Establish a connection to your Resource Guru account.

Booking ID

Select or map the Booking ID whose details you want to retrieve.

Returns a list of bookings.

Connection

Establish a connection to your Resource Guru account.

Search By

Select the option to list the bookings based on the specified filter.

Project ID

Select or map the Project ID to list the booking related to the specified project.

Client ID

Select or map the Client ID to list the bookings related to the specified client.

Resource ID

Select or map the Resource ID to list the bookings related to the specified resource.

Limit

Set the maximum number of bookings Make should return during one execution cycle.

Creates a new booking.

Connection

Establish a connection to your Resource Guru account.

Start Date

Enter (map) the start date of the booking.

End Date

Enter (map) the end date of the booking.

Duration

Enter (map) the booking duration in minutes.

Resource ID

Select or map the Resource ID to whom this booking belongs to.

Start Time

Enter (map) the start time of the booking.

Booker ID

Select or map the Booker ID of this booking.

Is Billable

Select whether this is booking applicable for billing.

Allow Waiting

Select whether you want to keep this booking on the waiting list.

Assign To

Select the option to assign the booking. For example, project or client.

Project ID

Select or map the Project ID to which you want to assign this booking.

Client ID

Select or map the Client ID to which you want to assign this booking.

Details

Enter (map) the details of the booking.

Update a booking.

Connection

Establish a connection to your Resource Guru account.

Booking ID

Select or map the Booking ID whose details you want to update.

Start Date

Enter (map) the start date of the booking.

End Date

Enter (map) the end date of the booking.

Duration

Enter (map) the booking duration in minutes.

Resource ID

Select or map the Resource ID to whom this booking belongs to.

Start Time

Enter (map) the start time of the booking.

Booker ID

Select or map the Booker ID of this booking.

Is Billable

Select the option to assign the booking. For example, project or client.

Allow Waiting

Select or map the Project ID to which you want to assign this booking.

Assign To

Select or map the Client ID to which you want to assign this booking.

Details

Enter (map) the details of the booking.

Deletes a booking.

Connection

Establish a connection to your Resource Guru account.

Booking ID

Select or map the Booking ID you want to delete.

Client

Note

You do not have to add the webhooks in the Resource Guru as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a client is created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Resource Guru account.

Returns information about the specified client.

Connection

Establish a connection to your Resource Guru account.

Client ID

Select or map the Client ID whose details you want to retrieve.

Returns a list of clients.

Connection

Establish a connection to your Resource Guru account.

Are Archived

Select whether you want to list the archived clients.

Limit

Set the maximum number of clients Make should return during one execution cycle.

Creates a new client.

Connection

Establish a connection to your Resource Guru account.

Name

Enter (map) the name of the client.

Color

Enter (map) the color to highlight the client. For example, #FF00CC for pink.

Notes

Enter (map) the details of the client.

Updates a client.

Connection

Establish a connection to your Resource Guru account.

Client ID

Select or map the Client ID whose details you want to update.

Name

Enter (map) the new name of the client.

Color

Enter (map) the color to highlight the client. For example, #FF00CC for pink.

Notes

Enter (map) the details of the client.

Deletes a client.

Connection

Establish a connection to your Resource Guru account.

Client ID

Select or map the Client ID you want to delete.

Note

You do not have to add the webhooks in the Resource Guru as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a resource is created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Resource Guru account.

Returns information about a resource.

Connection

Establish a connection to your Resource Guru account.

Resource ID

Select or map the Resource ID whose details you want to retrieve.

Returns a list of resources.

Connection

Establish a connection to your Resource Guru account.

Resource ID

Select or map the Resource ID whose details you want to retrieve.

Creates a new resource.

Connection

Establish a connection to your Resource Guru account.

Timezone

Select or map the timezone applicable to the resource.

Resource Type ID

Select or map the Resource Type ID to which the resource belongs to:

  • Custom Conference Call

  • Meeting Room

  • Miscellaneous

  • Person

  • Vehicle

Custom Field Options ID

Select or map the custom field options ID for the resource. For example, contractor. The custom field options must have been already added to your account.

Name

Enter (map) the name of the resource.

Capacity

If the resource is a meeting room, enter the maximum number of people that can be accommodated in the meeting room.

First Name

If the resource is a person, enter the first name of the resource.

Last Name

If the resource is a person, enter the last name of the resource.

Phone

Enter (map) the resource phone number.

Email

Enter (map) the resource's email address.

Invite

Select whether the resource is added through an invite.

Registration Number

If the resource type is a vehicle, then enter the vehicle's registration number.

Color

Select or map the color to highlight the resource.

Is Bookable

Select whether the resource is available to book.

Notes

Enter (map) the resource details.

Is Archived

Select whether the resource is archived.

Updates information about resources.

Connection

Establish a connection to your Resource Guru account.

Resource ID

Select or map the Resource ID whose details you want to update.

Timezone

Select or map the timezone applicable to the resource.

Resource Type ID

Select or map the Resource Type ID to which the resource belongs to:

  • Custom Conference Call

  • Meeting Room

  • Miscellaneous

  • Person

  • Vehicle

Custom Field Options ID

Select or map the custom field options ID for the resource. For example, contractor. The custom field options must have been already added to your account.

Name

Enter (map) the name of the resource.

Capacity

If the resource is a meeting room, enter the maximum number of people that can be accommodated in the meeting room.

First Name

If the resource is a person, enter the first name of the resource.

Last Name

If the resource is a person, enter the last name of the resource.

Phone

Enter (map) the resource phone number.

Email

Enter (map) the resource's email address.

Invite

Select whether the resource is added through an invite.

Registration Number

If the resource type is a vehicle, then enter the vehicle's registration number.

Color

Select or map the color to highlight the resource.

Is Bookable

Select whether the resource is available to book.

Notes

Enter (map) the resource details.

Is Archived

Select whether the resource is archived.

Deletes a resource.

Connection

Establish a connection to your Resource Guru account.

Resource ID

Select or map the Resource ID you want to delete.

Note

You do not have to add the webhooks in the Resource Guru as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a project is created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Resource Guru account.

Returns information about a project.

Connection

Establish a connection to your Resource Guru account.

Project ID

Select or map the Project ID whose details you want to retrieve.

Returns a list of projects.

Connection

Establish a connection to your Resource Guru account.

Are Archived

Select whether you want to list the archived projects.

Limit

Set the maximum number of projects Make should return during one execution cycle.

Creates a new project.

Connection

Establish a connection to your Resource Guru account.

Name

Enter (map) the name of the project.

Color

Enter (map) the color to highlight the project.

Project Code

Enter (map) the project code applicable.

Client ID

Enter (map) the Client ID to which the project belongs.

Notes

Enter (map) the details of the project.

Is Billable

Select whether the project is billable.

Updates information about a project.

Connection

Establish a connection to your Resource Guru account.

Project ID

Select or map the Project ID whose details you want to update.

Name

Enter (map) the name of the project.

Color

Enter (map) the color to highlight the project.

Project Code

Enter (map) the project code applicable.

Client ID

Enter (map) the Client ID to which the project belongs.

Notes

Enter (map) the details of the project.

Is Billable

Select whether the project is billable.

Deletes a project.

Connection

Establish a connection to your Resource Guru account.

Project ID

Select or map the Project ID you want to delete.

Note

You do not have to add the webhooks in the Resource Guru as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a time off/downtime event is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Resource Guru account.

Returns information about a time off/downtime event.

Connection

Establish a connection to your Resource Guru account.

Downtime ID

Select or map the Downtime ID whose details you want to retrieve.

Returns information about a time off/downtime event.

Connection

Establish a connection to your Resource Guru account.

From

Enter (map) the date to list the downtime events that occurred on or after the specified time.

To

Enter (map) the date to list the downtime events that occurred on or before the specified time.

Resource ID

Enter (map) the Resource ID whose events you want to list.

Limit

Set the maximum number of downtime events Make should return during one execution cycle.

Creates a new time off/downtime event.

Connection

Establish a connection to your Resource Guru account.

Resource IDs

Select or map the Resource IDs whose downtime event you want to create.

From

Enter (map) the date on which the downtime event occurred.

To

Enter (map) the date on which the downtime event ended.

Start Time

Enter (map) the start time of the event.

End Time

Enter (map) the end time of the event.

Booker ID

Select or map the Booker ID who is creating the event.

Downtime Type ID

Select or map the Downtime Type ID. For example, Vacation.

Details

Enter (map) the details of the downtime event.

Timezone

Select or map the downtime event applicable timezone.

Updates information about a time off/downtime event.

Connection

Establish a connection to your Resource Guru account.

Downtime ID

Select or map the Downtime ID whose details you want to update.

Resource IDs

Select or map the Resource IDs whose downtime event you want to create.

From

Enter (map) the date on which the downtime event occurred.

To

Enter (map) the date on which the downtime event ended.

Start Time

Enter (map) the start time of the event.

End Time

Enter (map) the end time of the event.

Booker ID

Select or map the Booker ID who is creating the event.

Downtime Type ID

Select or map the Downtime Type ID. For example, Vacation.

Details

Enter (map) the details of the downtime event.

Timezone

Select or map the downtime event applicable timezone.

Deletes a time off/downtime event.

Connection

Establish a connection to your Resource Guru account.

Downtime ID

Select or map the Downtime ID you want to delete.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Resource Guru account.

URL

Enter a path relative to https://api.resourceguruapp.com For example: /v1/me.

Note: For the list of available endpoints, refer to the Resource Guru API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the projects from your Resource Guru account:

URL:

/v1/{account_name}/projects

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 5 projects were returned:

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