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Customize your Gainsight and Outlook 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

Outlook
  • New email Real-time
    New email received in Outlook Mail
  • New event Real-time
    New event created in Outlook Calendar
  • New/updated event Real-time
    New/updated event in Outlook Calendar
  • 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

  • Show all 8
Outlook
  • Custom action
    Custom action in Outlook (Custom)
  • Create calendar event
    Create event in Outlook Calendar
  • Download email attachments
    Download email attachments from email in Outlook Mail
  • Get calendar event by ID
    Get event in Outlook Calendar
  • Search calendar events
    Search events in Outlook Calendar
  • Send email
    Send email from Outlook Mail
  • Update calendar event
    Update event in Outlook Calendar
  • Any other action you can think up

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