Do everything in one place
Customize your Gainsight and PageUp integration with the following
triggers and actions.
Triggers
When this happens…
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…
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
PageUp
- Custom actionCustom action in PageUp (Custom)
- Create recordCreate record in PageUp
- Download documentDownload document from PageUp
- Get record details by IDGet details of specific record in PageUp
- Process offerProcess offer in PageUp
- Search recordsSearch for records in PageUp
- Set offer statusSet offer status in PageUp
- Submit applicationSubmit application in PageUp
- Reset offerReset offer in PageUp
- Update recordUpdate record in PageUp
- Upload documentUpload document to PageUp
- Upsert recordUpsert record in PageUp
Any other action you can think up
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