Skip to main content

I followed the great instructions here (https://support.gainsight.com/Gainsight_NXT/03Rules_Engine/03Tutorials/Post_Messages_to_Slack_with_Call_External_API_Action_Type) to set up a hook and rule to post once a day to Slack whenever a Kickoff Date is entered by a CSM. This alerts our other teams that they can begin billing or take other actions that are conditional upon that kickoff having occurred.

In our instance, once the CSM enters the kickoff date it triggers the (daily) Rule and informs Finance via Slack that the customer is ready for billing. We only need this alert once but it will continue in perpetuity without that setting. The workaround was setting the rule to only accept things with -1 days to run date, but this would disallow historical information in other applications to be allowed through.

My suggestion is to ensure this type of rule/criteria setting can contain similar rules to other areas of Gainsight, such as limiting a company to one successful completion of the rule before it is skipped forever afterwards. Otherwise the external actions/webhook ability is very limited and requires a lot of additional engineering to work for most applications.

 

Be the first to reply!

Reply