Automatically close CTA is no longer needed

  • 1
  • Question
  • Updated 1 year ago
  • Answered
I'm new to Gainsight and need to automatically close a CTA if a that CTA/Task are no longer needed before the agent closes that CTA/Task
Photo of Mendy Peugh

Mendy Peugh

  • 312 Points 250 badge 2x thumb

Posted 1 year ago

  • 1
Photo of Denise Stokowski

Denise Stokowski, Official Rep

  • 12,290 Points 10k badge 2x thumb
Mendy -
Welcome to Gainsight.  Have you looked into the Rules Engine action for "Close CTA"?  https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/11_Creating_and_Closing_CTAs_from_Rules_Engine#Closing_CTAs_from_Rules_Engine

What is the criteria you would use to determine if the CTA should be closed?
Photo of Mendy Peugh

Mendy Peugh

  • 312 Points 250 badge 2x thumb
I have a CTA created if a document is 3 days from expiring.  I need to close that CTA if the document gets signed between the CTA creation and the user closing the CTA
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 12,426 Points 10k badge 2x thumb
Hi Mendy, This is interesting and I am interested in understanding the requirement in detail and solve. Would you be able to show this to me in a live meeting from you instance. If yes, please let me know and I will reach out to you via email. 
Photo of Mendy Peugh

Mendy Peugh

  • 312 Points 250 badge 2x thumb
Hi!  Sorry it took a while to respond to you.   I can walk/talk you though my need