Gainsight and Rocketlane integrations and automations

Seamlessly connect Gainsight and Rocketlane. 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

Rocketlane
  • New Account Real-time
    New Account in Rocketlane
  • Updated Account Real-time
    Updated Account in Rocketlane
  • Csat Submitted Real-time
    Csat Submitted in Rocketlane
  • Updated Expense Real-time
    Updated Expense in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • New payment/write-off record Real-time
    New payment/write-off record in Rocketlane
  • Payment/write-off record updated Real-time
    Payment/write-off record updated in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • Meeting transcription completed Real-time
    Meeting transcription completed in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • New Project Update Message Real-time
    New Project Update Message in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Signal generated Real-time
    New Signal generated in Rocketlane
  • New Task Message Real-time
    New Task Message in Rocketlane
  • New Task Real-time
    New Task in Rocketlane
  • Updated Task Real-time
    Updated Task in Rocketlane

    • 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

Rocketlane
  • Add attachment to invoice
    Add attachment to invoice in Rocketlane
  • Archive Project
    Archive Project in Rocketlane
  • Create Account
    Create Account in Rocketlane
  • Create Financials Budget
    Create Financials Budget in Rocketlane
  • Create Line item
    Create Line item in Rocketlane
  • Add payment/write-off record to an invoice
    Add payment/write-off record to an invoice in Rocketlane
  • Create Project
    Create Project in Rocketlane
  • Post Project Message
    Post Project Message in Rocketlane
  • Create External Resource Mapping
    Create External Resource Mapping in Rocketlane
  • Create Task
    Create Task in Rocketlane
  • Post Task message
    Post Task message in Rocketlane
  • Create Time Off
    Create Time Off in Rocketlane
  • Delete Project
    Delete Project in Rocketlane
  • Import Templates to Project
    Import Templates to Project in Rocketlane
  • Notify User
    Notify User in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Project Financials Budget
    Search Project Financials Budget in Rocketlane
  • Search Task
    Search Task in Rocketlane
  • Update Account
    Update Account in Rocketlane
  • Update Invoice
    Update Invoice in Rocketlane
  • Update Line item
    Update Line item in Rocketlane
  • Update Project
    Update Project in Rocketlane
  • Update Task
    Update Task in Rocketlane

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation