Do everything in one place
Customize your Cloud Sign and Gainsight integration with the following
triggers and actions.
Triggers
When this happens…
Cloud Sign
- 契約が完了 Real-timeNew completed 契約 in CloudSign
- 契約が却下・取り消し Real-timeNew rejected/cancelled 契約 in CloudSign
Any other trigger you can think up
Gainsight
- New recordNew record in Gainsight NXT
- New records in batchNew records in batches in Gainsight NXT
- New updated recordNew/updated record in Gainsight NXT
- New updated records in batchNew/updated records in batches in Gainsight NXT
Any other trigger you can think up
Actions
Do this…
Cloud Sign
- 書類を作成Create 書類 in CloudSign
- 書類にファイルを添付Create ファイル in CloudSign
- Custom actionCustom action in CloudSign
- 合意締結証明書をダウンロードDownload 合意締結証明書 in CloudSign
- ファイルをダウンロードDownload ファイル in CloudSign
- 書類情報を取得Get 書類情報 in CloudSign
- 書類を取得Get 書類 in CloudSign
- 書類を検索Search for 書類 in CloudSign
- 書類情報を更新Update 書類情報 in CloudSign
Any other action you can think up
Gainsight
- Create company record/sCreate company record/s in Gainsight NXT
- Custom actionCustom action in Gainsight NXT
- Get record detailsGet record details by ID in Gainsight NXT
- Get upsert request statusGet upsert request status in Gainsight NXT by status ID
- Search recordsSearch records in Gainsight NXT
- Update company record/sUpdate company record/s in Gainsight NXT
- Upsert persons in bulkUpsert persons in bulk in Gainsight NXT
- Upsert personUpsert person in Gainsight NXT
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work
