Connect monday.com and Gainsight to unlock the power of automation

To start integrating monday.com with Gainsight, you'll need to create a Zap in our platform. Select monday.com as the trigger app and Gainsight as the action app. From there, you can choose specific triggers and actions based on your use case, such as 'New Item in Board' in monday.com triggering 'Create or Update Record' in Gainsight.

Common triggers for integrating monday.com with Gainsight include 'New Item in Board', 'Updated Column Value', and 'New Subscriber' from monday.com. These can initiate actions in Gainsight such as creating or updating customer records or updating scorecards.

Yes, you can customize a variety of actions in Gainsight based on triggers from monday.com. For example, you could set an action to update a customer record or add a note whenever a new task is added to your project board.

Absolutely, our platform allows you to set up filters within your workflow so only specific items trigger actions. For instance, you could configure this so only tasks assigned to a certain team member prompt updates in the linked Gainsight record.

First, check your Zap configuration to ensure that all steps are properly connected and that the correct triggers and actions are set. It's also helpful to review any filters you've implemented that might be limiting triggering conditions.

You'll need administrative permissions on both platforms to set up an effective connection between them through our tool. Ensure that you've granted all necessary API access rights for smooth operation of triggers and actions.

Data synchronization frequency depends on how frequently your Zap runs. Typically, this is instantly upon trigger execution; however, depending on plan specifics or setup complexity, the frequency might vary slightly.