Gainsight and PlanGrid integrations and automations

Seamlessly connect Gainsight and PlanGrid. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

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

PlanGrid
  • New object in PlanGrid
    New object in PlanGrid
  • New or updated object in PlanGrid
    New or updated object in PlanGrid

    • 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

PlanGrid
  • Custom action
    Custom action in PlanGrid (Custom)
  • Create object
    Create object in PlanGrid
  • Download object
    Download object in PlanGrid
  • Get object by ID
    Get object in PlanGrid
  • Search objects Batch
    Search objects in PlanGrid
  • Update object
    Update object in PlanGrid
  • Upload object
    Upload object in PlanGrid

    • Any other action you can think up

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