Gainsight and Workflow Max integrations and automations

Do everything in one place

Customize your Gainsight and Workflow Max 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…

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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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