Connect Refiner and Gainsight to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "User Completes Survey" from Refiner.

Add your action

An action happens after the trigger—such as "Add Activity to Timeline" in Gainsight.

You’re connected!

Zapier seamlessly connects Refiner and Gainsight, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Survey
Trigger
Instant
Try It
Identify User
Creates a new user in Refiner or updates an already existing user.
Action
Write
- 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

- Segment
  Required
Trigger
Instant
Try It
- Contact Identifier
  Required
- Event Name
  Required
Action
Write
- Object Name
- Action
  Required
- Update Key
Action
Write
- Object Name
  Required
- Action
  Required
- Update Key
Action
Write
- User E-mail
  Required
Action
Search

For AI agents & developers

Use Refiner and Gainsight with AI agents and code

Beyond Zap workflows. Call Refiner and Gainsight actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Refiner and Gainsight actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Identify User
Add Activity to Timeline

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Refiner and Gainsight actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* refiner / gainsight action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Refiner and Gainsight to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Refiner to Gainsight integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Refiner

Refiner is a customer survey tool for data driven SaaS teams.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gainsight

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