Do everything in one place
Customize your Gainsight and GetAccept 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
GetAccept
- Document has been signed Real-timeWhen a document is signed in GetAccept
- Other document event Real-timeWhen a document get status update in GetAccept
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
GetAccept
- Create contactCreate a new contact in GetAccept
- Custom actionCustom action in GetAccept
- Download documentDownload a document in GetAccept
- Get document detailsGet details about a specific document in GetAccept
- Get document field valuesGet field values for a document in GetAccept
- Get document fieldsGet fields for a document in GetAccept
- Get document pricing table detailsGet pricing table details for a document in GetAccept
- Get document pricing tablesGet pricing tables for a document in GetAccept
- Get document recipientsGet recipients for a document in GetAccept
- Get user detailsGet user details in GetAccept
- Get entity informationGet entity information in GetAccept
- List contactsList contacts in GetAccept
- List templatesList templates in GetAccept
- List usersList users in GetAccept
- Seal documentSeal a document in GetAccept
- Search documentsSearch documents in GetAccept
- Create and send documentSend document using a template or file with GetAccept
- Update document expirationUpdate expiration for document in GetAccept
- Upload attachmentUpload attachment to GetAccept
- Upload fileUpload file to GetAccept
Any other action you can think up
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