Do everything in one place
Customize your Gainsight and Workflow Max 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
Workflow Max
- Create contactCreate Contact in WorkflowMax
- Get all suppliersGet all suppliers in WorkflowMax
- Get client details by UUIDGet client details by UUID in WorkflowMax
- Get contact details by UUIDGet Contact by UUID in WorkflowMax
- Get current invoicesGet current invoices in WorkflowMax
- Get current quotesGet current quotes in WorkflowMax
- Get invoice by numberGet invoice details by invoice number in WorkflowMax
- Get inovice paymentsGet payments of invoice in WorkflowMax
- Get job invoicesGet list of invoices for a specific job in WorkflowMax
- Get quote by numberGet quote details by quote number in WorkflowMax
- Get supplier contact by UUIDGet supplier contact by UUID in WorkflowMax
- Get supplier details by UUIDGet supplier by UUID in WorkflowMax
- Search clientsSearch clients in WorkflowMax
- Search invoicesSearch invoices for given date range in WorkflowMax
- Search quotesSearch issued quotes for given date range inWorkflowMax
- Update contactUpdate Contact by UUID in WorkflowMax
Any other action you can think up
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