Gainsight + Onboard.io + Filter by Zapier

Update Gainsight companies when new Onboard.io maps are launched

When an Onboard.io map status is launched, this integration will automatically update the corresponding company in Gainsight.

When this happens...
Updated MapTriggers when a Map's properties such as status, owner, or target launch date is changed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create or Update CompanyAllows the user to dynamically populate all fields and create/update a company
ActionWrite

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Discover other triggers and actions you can use with Onboard.io, Filter by Zapier, and more

- Custom Field
Trigger
Instant
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- Custom Field
Trigger
Instant
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New Map
Triggers when a new Map is created.
Trigger
Polling
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New Customer
Triggers when a new onboardee customer is created.
Trigger
Polling
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New Team Member
Triggers when a new Team Member is created.
Trigger
Polling
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- Map
  Required
- Team Member
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Message
  Required
- Task ID
  Required
- Mention
Action
Write

- Name
  Required
- Description
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Account Type
  Required
- Role
  Required
Action
Write
- Map
  Required
- Map Task Name
  Required
Action
Write
- Map
  Required
- Email Address
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
- Map Name
- Status
- Owner
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
Action
Write
- Map ID
  Required
Action
Search
- Variable Name
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- Object Name
- Action
  Required
- Update Key
Action
Write
- Object Name
  Required
- Action
  Required
- Update Key
Action
Write
- User E-mail
  Required
Action
Search

Form Submitted
Triggers when a new form is created.
Trigger
Instant
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New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Trigger
Instant
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- Map
Trigger
Polling
Try It
- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Polling
Try It
- Role Type
Trigger
Polling
Try It
- Company Name
  Required
- Company Website
- External ID
Action
Write
- Map Name
  Required
- Customer
  Required
- Target Launch Date
- Owner
  Required
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Task Name
  Required
- Task Description
- Internal?
Action
Write
- Name
  Required
- Type
- Required
- Options
  Required
Action
Write
- Email
  Required
Action
Write
- Map ID
  Required
- Task Name
  Required
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Is Internal
- Is Optional
- Forms
Action
Write
- Map Task ID
  Required
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member Email
  Required
Action
Search
- Variable Option Name
- Variable Name
Action
Search
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
- Subject
  Required
- Notes
  Required
- Date
- Activity Type ID
  Required
- Company Name
  Required
- Relationship Name
- Relationship Type
- Internal Attendees
- External Attendees
Action
Write
Upsert Person
Allows the user to create/update a person with dynamic input fields
Action
Write
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
Action
Write

About Gainsight

Gainsight™ is a CRM that helps businesses build deep and lasting relationships with their customers.

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Related categories

CRM (Customer Relationship Management)

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About Onboard.io

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

HelpHelp

Related categories

Customer Support

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

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