Connect SalesScreen to Gainsight

Both apps 15SalesScreen 5Gainsight 10

• Trigger
  New Activity Type

  Starts when a new activity type appears in your SalesScreen account (checks on a schedule). Returns the type's name, active flag, system mappings and input fields.

• Action
  Add User

  Adds a user to SalesScreen, optionally placing them on a team.

• Action
  Disable User

  Disables the SalesScreen user with the given email address.

• Action
  List Activity Types

  Lists the activity types in your SalesScreen account, with each type's name, whether it is active, its system mappings and its input fields.

• Action
  List Users

  Lists the users in your SalesScreen account, each with their email and the user IDs mapped to them.

• Action
  Add Activity to Timeline

  Adds an activity (call, email, meeting, note) to a company's Gainsight timeline.

• Action
  Delete Company

  Deletes a Gainsight company by its GSID.

• Action
  Delete custom object record

  Deletes one record from a Gainsight custom object, identified by its GSID.

• Action
  Find Company

  Finds Gainsight companies whose chosen field equals a value.

• Action
  Find custom object records

  Searches a Gainsight custom object for records whose field matches a value and returns the requested fields of each match (up to 5,000).

• Action
  Find User by E-mail

  Finds a Gainsight user by email address and returns their GSID and name.

• Action
  Update Company

  Updates the Gainsight company with the given name and returns its GSID.

• Action
  Update Custom Object Record

  Updates records in a Gainsight custom object that match the given key fields.

• Action
  Update relationship

  Updates an existing Gainsight relationship's name, revenue, stage or status, identified by its GSID.

• Action
  Upsert Person

  Creates a Gainsight person, or updates the existing person with the same email.

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