1.Monitors new user accounts
Integrate Gainsight Customer Communities and community access data tools to detect new user account creation and start partner onboarding.
Assign community access role to approved partner users
Automatically add the configured external role for every Gainsight Customer Communities new user across Gainsight Customer Communities and Slack. Get instant alerts when new user created, community account activated, or account profile submitted so you can assign access, post moderator alerts, and skip manual onboarding checks without manual onboarding steps.
How this automation assigns external roles fast
When new community users sign up from partner domains, delays can block onboarding and slow moderator follow-up. This automation filters partner records, adds custom external roles in Gainsight Customer Communities, and posts Slack alertsβso your team can act immediately.
Gainsight Customer Communitiesor swap with your favorite app
2.Checks email domain eligibility
Integrate Filter by Zapier and email validation rules to continue only when account email domains match configured partners.
Filter by Zapieror swap with your favorite app
3.Adds custom external role
Integrate Gainsight Customer Communities and role management workflows to map user IDs and set the configured external role.
4.Sends CS moderation alert
Integrate Slack and messaging workflows to post a channel alert with the user display name and profile link.
Slackor swap with your favorite app
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