Gainsight Customer Success [ Beta ]

Gainsight + Konnectify

Gainsight Customer Success Integration with Konnectify

Connect Gainsight to Konnectify to automate customer success operations across marketing and data workflows—sync companies, relationships, goals, CTAs, tasks, success plans, timeline activities, users, and more.

Companies Relationships Customer Goals CTAs Tasks Success Plans Timeline Activities Users Opportunities People 0 Triggers 26 Actions

ON THIS PAGE

→ What is Gainsight? → API & Authentication → How to connect → Triggers (0) → Actions (26) → Popular automations → FAQ

What is Gainsight Customer Success?

Gainsight is a customer success platform used to retain and grow customers by managing accounts, success plans, CTAs, tasks, goals, and customer timelines in one place. Connecting Gainsight to Konnectify lets you standardize and sync customer data (companies, people, users) and automate success operations (CTAs, tasks, plans, and activity logging) across your marketing and data stack.

New to Gainsight?

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New to Konnectify?

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What you can automate

• Create and update Companies and Relationships

• Upsert People records into Gainsight

• Create, update, and fetch CTAs and Tasks

• Create and manage Customer Goals

• Create and update Success Plans (with or without objectives)

• Log and maintain Timeline Activities for Companies/Relationships

API & Authentication

Authentication method: Custom credential authentication (API access key + tenant URL)

This integration authenticates to Gainsight using your tenant Base URL and an API Access Key. Konnectify uses these credentials to call Gainsight APIs on your behalf.

Connection fields required

Tenant Base URL (example: https://your-tenant.gainsightcloud.com)
API Access Key (kept secret; treat like a password)

What the integration can do via API

Companies: create, read, update, and delete company records
Relationships: create, update, upsert, and delete relationships
Customer Goals: create, update, and fetch goal details
CTAs and Tasks: create, update, and fetch CTAs and associated tasks
Success Plans: create (with/without objectives), update, and fetch configurations
Timeline Activities: create, update, and delete activity records
Users: create, update, and fetch user details
Opportunities: create and update opportunity records
People: upsert person records with field validation

Important

Gainsight API availability and limits depend on your Gainsight edition and API entitlements. If you see authorization or throttling errors, confirm your Gainsight plan supports the endpoints you’re calling and reduce request volume (for example, batch up to API limits where supported).

Official docs: Gainsight Support & Documentation (Search for “Gainsight API” / “Developer Docs” for your tenant.)

How to connect Gainsight Customer Success to Konnectify

Prerequisites

A Gainsight tenant URL (for example, https://your-tenant.gainsightcloud.com)
A Gainsight API Access Key with permission to access the objects you plan to automate
A Konnectify account and a workflow to add Gainsight steps to

Add Gainsight to a Workflow

In Konnectify, open an existing workflow or create a new one.
Click Add step and search for Gainsight Customer Success.

Authorize via API access key

Select or create a new Gainsight connection.
Enter your Tenant Base URL and API Access Key.
Save the connection.

Configure the Action

Choose the Gainsight action you want (for example, Create CTA).
Map fields from previous steps (or static values) into the Gainsight request.
For bulk endpoints, provide either mapped fields for a single record or a stringified JSON array where supported.

Field mapping warning

Some Gainsight endpoints require specific identifiers (for example, GSID, Reference ID, or an Identifier Key). Double-check required fields in the action description and ensure the identifiers you send match how the record exists in your Gainsight tenant.

Test the Workflow

Run a test using a known record (company, CTA, etc.).
Verify the record was created/updated in Gainsight and confirm field values.

Activate the Workflow

Turn the workflow on.
Monitor the first few runs to ensure identifiers and permissions are correct.

Triggers 0

This Gainsight connector does not currently include triggers in Konnectify. Use your upstream app’s trigger (for example, CRM updates, product events, form submissions) to drive Gainsight actions.

Tip: If you need a “trigger-like” pattern, use a scheduled workflow in Konnectify and call Read Company, Fetch CTAs, or Fetch Customer Goals to detect changes in downstream steps.

Actions 26

Use these actions to create, update, fetch, and manage Gainsight customer success data directly from Konnectify workflows.

Companies 4 actions

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.

Read Company

Fetches up to 5000 records that match specific criteria from the Company object using the Gainsight Read API.

Update Company

Updates existing company records in Gainsight. You must specify the Identifier Keys (like 'Gsid' or 'Employees,Industry') to match the records.

Delete Company

Deletes a specific company record from Gainsight using its unique GSID.

Relationships 4 actions

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.

Update Relationship

Updates existing relationship records in Gainsight. You must specify the Identifier Key (like 'Gsid' or 'Name') to match the records.

Upsert Relationship

Finds a Relationship using an identifier and updates it. If it is not found, a new Relationship is created.

Delete Relationship

Deletes a specific relationship record from Gainsight using its unique GSID.

Customer Goals 3 actions

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.

Update Customer Goal

Updates Customer Goal details, such as associating or removing associations with CTAs and Success Plans.

Fetch Customer Goals

Retrieves goals along with their details. Filters can be applied based on company, relationship, status, etc.

CTAs 3 actions

Create CTA

Creates a single new CTA in Gainsight. You must provide an External Reference ID.

Update CTA

Updates an existing CTA in Gainsight. CTA ID (GSID) and ReferenceID are mandatory parameters.

Fetch CTAs

Fetches CTAs from Gainsight. A maximum limit of 1000 CTAs can be fetched in a single request.

Tasks 3 actions

Create Task

Creates a single new CSTask in Gainsight. You must provide a Reference ID, CTA ID, and Task Name.

Update Task

Updates an existing CSTask in Gainsight. CSTaskid (GSID) and ReferenceID are mandatory parameters.

Fetch Task List

Fetches the list of Tasks associated with a specific CTA GSID.

Success Plans 4 actions

Create Success Plan (Without Objectives)

Creates a new Success Plan in Gainsight. You can pass multiple templates which are applied to the Success Plan.

Create Success Plan (With Objectives)

Creates a Success Plan with objectives within the same API call without the need to call multiple APIs.

Update Success Plan

Updates the existing Success Plans in Gainsight. Success Plan ID (GSID) and Reference ID are mandatory.

Get Success Plan Configurations

Gets the Success Plan Configuration for the Success Plan Type, Status, and Objective Categories.

Timeline Activities 3 actions

Create Timeline Activity

Creates a new Timeline Activity for either a Company or Relationship context.

Update Timeline Activity

Updates a single activity provided in the request body. You must specify the Identifier parameter.

Delete Timeline Activity

Deletes Activities listed in the request body. The records are identified by their activityId.

Users 3 actions

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.

Update Users

Updates details for up to 50 users. You must specify an Identifier Key (like SFDCUserName or Gsid).

Fetch User Details

Fetches user details from Gainsight based on provided select fields and optional where conditions.

Opportunities 2 actions

Create Opportunity

Creates one or more Opportunity records in Gainsight.

Update Opportunity

Updates one or more Opportunity records in Gainsight.

People 1 actions

Upsert Person

Inserts or upserts a record into the Person object. This API validates all fields in the Person object before inserting a record.

Popular automations

Example workflows you can build in Konnectify using Gainsight actions (pair with triggers from your CRM, data warehouse, product analytics, or support tools).

Sync new customers into Gainsight Companies

When an account is created in your CRM, automatically create the matching Company in Gainsight to keep CS operations aligned from day one.

(Your CRM) New Account → Create Company → Upsert Person

Create a CTA when a risk signal appears

When your product analytics or support tooling flags a risk event, create a Gainsight CTA and attach a follow-up task for the CSM.

(Product/Support) Risk Event → Create CTA → Create Task

Automatically log customer touchpoints to Timeline

Keep your Timeline up to date by logging meetings, emails, or key lifecycle events as Timeline Activities in the correct company or relationship context.

(Calendar/Email) Meeting Completed → Create Timeline Activity → Update Timeline Activity

Generate a Success Plan for onboarding or renewal

When a customer reaches a milestone (onboarding start, renewal approaching), create a Success Plan (optionally with objectives) and align goals and CTAs to it.

(CRM) Stage/Milestone Change → Create Success Plan (With Objectives) → Create Customer Goal

FAQ

How does authentication work for Gainsight in Konnectify?

Konnectify connects to Gainsight using a Tenant Base URL plus an API Access Key (custom credential authentication). Store these securely and rotate the access key if it’s ever exposed.

Which Gainsight plans are supported?

Support depends on your Gainsight subscription’s API entitlements and enabled modules (for example, Success Plans, Timeline, Relationship/Person objects). If an action fails with permission errors, confirm that your tenant has access to the corresponding API and object.

How do triggers work for this integration (webhooks vs polling)?

This connector version includes 0 native Gainsight triggers. To start workflows, use triggers from another connected app (CRM, support, product, etc.) or use a scheduled Konnectify workflow and call “fetch/read” actions to detect changes.

How can I prevent duplicates when syncing to Gainsight?

Use Upsert Relationship and Upsert Person where possible, and ensure you choose stable identifier fields (for example, GSID, external IDs, or a unique Name depending on your tenant configuration). For Companies, use Update Company with explicit Identifier Keys to match existing records.

How does Konnectify handle Gainsight rate limits and throttling?

If Gainsight returns throttling or rate-limit responses, reduce concurrency, add delays between steps, and prefer bulk-capable endpoints (for example, create/update up to 50 Users/Companies where supported). Also review workflow run frequency and consider batching events upstream.

Can I connect multiple Gainsight tenants or accounts?

Yes. Create multiple Gainsight connections in Konnectify—each with its own Tenant Base URL and API Access Key—and select the appropriate connection per workflow step.

What identifiers does Gainsight require for CTAs, Tasks, and Success Plans?

Many Gainsight objects rely on stable identifiers:

CTAs: Create requires an External Reference ID; Update requires CTA ID (GSID) + ReferenceID.
Tasks: Create requires Reference ID, CTA ID, and Task Name; Update requires CSTaskid (GSID) + ReferenceID.
Success Plans: Update requires Success Plan GSID + Reference ID.

If you don’t have these IDs in the upstream system, capture and store them when you create the record, or fetch them using Gainsight “read/fetch” actions before updating.

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