Adaptive Insights and Gainsight integrations and automations

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Customize your Adaptive Insights 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…

Adaptive Insights

Custom report
Custom report values in Adaptive Insights
Erase actuals
Erase actuals in Adaptive Insights
Export configurable model data
Export configurable model data in Adaptive Insights
Export data
Export data in Adaptive Insights
Export modeled sheet
Export modeled sheet in Adaptive Insights
Export object
Export object in Adaptive Insights
Import object
Import object in Adaptive Insights
Recalculate sheet
Recalculate sheet in Adaptive Insights
Upsert object
Upsert object in Adaptive Insights

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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