Gainsight and Risk Cloud との統合と自動化

Gainsight and Risk Cloudを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

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

Risk Cloud
  • Created Record in Workflow Real-time
    Triggers when a Record is created in a speceific Step in Risk Cloud
  • Moved Record in Workflow Real-time
    Triggers when a Record is moved between Steps in Risk Cloud

    • 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

Risk Cloud
  • Custom action
    Custom action in Risk Cloud© - Community Connector (Custom)
  • Create a New Object
    Create an object in Risk Cloud
  • Download Table Report
    Download Table Report
  • Get MIME Type from Extension
    Get MIME Type from Extension.
  • Get Object by ID
    Get object by ID in Risk Cloud
  • List Attachments in Record Field
    List Attachments on a Record Field.
  • Update an Object
    Update object in Risk Cloud
  • Upload Attachment
    Upload Attachment

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新