We want to orchestrate a workflow where when customers perform specific actions in the app and we can pull that data via PX and auto adjust tasks in their Success Plan. Today we can only create/close whole CTAs. Would like the ability to auto close individual tasks within a CTA.
Load to Task rule action
None
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Hi@darkknight - you’ll definitely want to attend next week’s roadmap webinar then! Sneak preview - some changes are planned for CTA rules automation. :)
That’s fast work Dan.