Can an AI agent update Gainsight Customer Success?

Yes, when you add Gainsight Customer Success actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Gainsight Customer Success action I need isn't listed?

Call the Gainsight Customer Success API from any REST API step. On the Enterprise plan, talk to us about adding it.

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Gainsight Customer Success integration

Let workflows and AI agents act in Gainsight Customer Success, within the limits you set.

0 triggers
30 actions
MCP server

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Gainsight Customer Success triggers and actions

Every Gainsight Customer Success trigger and action you can use in Konnectify workflows and AI agents.

30 actions

Action: Create Company
Creates up to 50 company records in Gainsight. You can map fields individually for a single record or provide a stringified JSON array for multiple records.
Action: Read Company
Fetches up to 5000 records that match specific criteria from the Company object using the Gainsight Read API.
Action: Update Company
Updates existing company records in Gainsight. You must specify the Identifier Keys (like 'Gsid' or 'Employees,Industry') to match the records.
Action: Delete Company
Deletes a specific company record from Gainsight using its unique GSID.
Action: Create Relationship
Creates relationship records in Gainsight. You can map fields individually for a single record or provide a stringified JSON array for multiple records.
Action: Update Relationship
Updates existing relationship records in Gainsight. You must specify the Identifier Key (like 'Gsid' or 'Name') to match the records.
Action: Upsert Relationship
Finds a Relationship using an identifier and updates it. If it is not found, a new Relationship is created.
Action: Delete Relationship
Deletes a specific relationship record from Gainsight using its unique GSID.
Action: Create Customer Goal
Creates a new Customer Goal in Gainsight. You can pass mandatory fields or create a goal using templates from the Goals Library. Note: Bulk creation is not supported.
Action: Update Customer Goal
Updates Customer Goal details, such as associating or removing associations with CTAs and Success Plans.
Action: Fetch Customer Goals
Retrieves goals along with their details. Filters can be applied based on company, relationship, status, etc.
Action: Create CTA
Creates a single new CTA in Gainsight. You must provide an External Reference ID.
Action: Update CTA
Updates an existing CTA in Gainsight. CTA ID (GSID) and ReferenceID are mandatory parameters.
Action: Fetch CTAs
Fetches CTAs from Gainsight. A maximum limit of 1000 CTAs can be fetched in a single request.
Action: Create Task
Creates a single new CSTask in Gainsight. You must provide a Reference ID, CTA ID, and Task Name.
Action: Update Task
Updates an existing CSTask in Gainsight. CSTaskid (GSID) and ReferenceID are mandatory parameters.
Action: Fetch Task List
Fetches the list of Tasks associated with a specific CTA GSID.
Action: Create Success Plan (Without Objectives)
Creates a new Success Plan in Gainsight. You can pass multiple templates which are applied to the Success Plan.
Action: Create Success Plan (With Objectives)
Creates a Success Plan with objectives within the same API call without the need to call multiple APIs.
Action: Update Success Plan
Updates the existing Success Plans in Gainsight. Success Plan ID (GSID) and Reference ID are mandatory.
Action: Get Success Plan Configurations
Gets the Success Plan Configuration for the Success Plan Type, Status, and Objective Categories.
Action: Create Timeline Activity
Creates a new Timeline Activity for either a Company or Relationship context.
Action: Update Timeline Activity
Updates a single activity provided in the request body. You must specify the Identifier parameter.
Action: Delete Timeline Activity
Deletes Activities listed in the request body. The records are identified by their activityId.
Action: Create Users
Creates up to 50 users in Gainsight. You can map fields for a single user or provide a JSON array for bulk creation.
Action: Update Users
Updates details for up to 50 users. You must specify an Identifier Key (like SFDCUserName or Gsid).
Action: Fetch User Details
Fetches user details from Gainsight based on provided select fields and optional where conditions.
Action: Create Opportunity
Creates one or more Opportunity records in Gainsight.
Action: Update Opportunity
Updates one or more Opportunity records in Gainsight.
Action: Upsert Person
Inserts or upserts a record into the Person object. This API validates all fields in the Person object before inserting a record.

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Use Gainsight Customer Success in an AI agent

Add any Gainsight Customer Success action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Gainsight Customer Success with other apps

See what you can automate between Gainsight Customer Success and another app, with workflows and AI agents.

Which app do you want to connect with Gainsight Customer Success?

Gainsight Customer Success

Pick any of 201 apps to see what it can do with Gainsight Customer Success.

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Add AI steps to Gainsight Customer Success workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Gainsight Customer Success + ChatGPT Gainsight Customer Success + Claude Gainsight Customer Success + Gemini
Use Gainsight Customer Success actions from Claude or ChatGPT
Expose the Gainsight Customer Success actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Gainsight Customer Success with 0 triggers and 30 actions, which you can use in workflows, AI workflows and AI agents.

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