CXera integration with Gainsight
How to Update custom objects in Gainsight for new CXera experience visits
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update custom objects in Gainsight for new CXera experience visits" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Gainsight integrations
Gainsight actions
Nekton can use any feature that is available in Gainsight API.
Using our advanced AI, you can easily create custom automations for Gainsight.
Here are some typical actions you can do in your automated workflows.
Create or Update Company
Allows the user to dynamically populate all fields and create/update a company
Create or Update Custom Object
Create or Update Custom Objects
About Gainsight
Gainsight™ is a CRM that helps businesses build deep and lasting relationships with their customers.