Excel and Gainsight integrations and automations

Do everything in one place

Customize your Excel and Gainsight integration with the following triggers and actions.

Triggers

When this happens…

Gainsight
  • New record
    New record in Gainsight NXT
  • New records in batch
    New records in batches in Gainsight NXT
  • New updated record
    New/updated record in Gainsight NXT
  • New updated records in batch
    New/updated records in batches in Gainsight NXT

    • Any other trigger you can think up

Actions

Do this…

Excel
  • Custom action
    Custom action in Excel (Custom)
  • Add rows in batch Batch
    Add rows in batch in Microsoft Excel
  • Add a table
    Add a table in Microsoft Excel
  • Add a worksheet
    Add a worksheet in Microsoft Excel
  • Delete a row
    Delete a row in Microsoft Excel
  • Get cells Batch
    Get cells from range in Microsoft Excel
  • Get rows Batch
    Get rows from table in Microsoft Excel
  • List tables Batch
    List tables in Microsoft Excel
  • List worksheets Batch
    List worksheets in Microsoft Excel
  • Search workbooks Batch
    Search workbooks in Microsoft Excel
  • Update a row
    Update row in Microsoft Excel

    • Any other action you can think up

Gainsight
  • Create company record/s
    Create company record/s in Gainsight NXT
  • Custom action
    Custom action in Gainsight NXT
  • Get record details
    Get record details by ID in Gainsight NXT
  • Get upsert request status
    Get upsert request status in Gainsight NXT by status ID
  • Search records
    Search records in Gainsight NXT
  • Update company record/s
    Update company record/s in Gainsight NXT
  • Upsert persons in bulk
    Upsert persons in bulk in Gainsight NXT
  • Upsert person
    Upsert person in Gainsight NXT

    • Any other action you can think up

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