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@peter_robson I’m about to use some of our API knowledge from the admin 200 series for the first time. My goal is to create a rule in Gainsight that will update the CTA Owner to the current CSM on the account if the Owner GSID != CSM GSID.

Here’s what I’ve done so far:

  • Created my Gainsight API connection
  • Started to create my External Action

I’m stuck at my External Action creation. I have the BULK CTA Update json from the course, and I have my exercise packet here next to me, but I’m not sure how to fill out these fields on the Create Action setup in the “External Actions.”

Would you be able to assist at all?

  1. Is my action a “POST”? And what do I put for the URL?
  2. What other information do I need to provide?

 

Hi @sarahmiracle,

I am glad you are using your API knowledge to build out an External Action within Gainsight. My approach is to ensure I have the functionality working in Postman first before I build out the External Action.

To answer your questions …

  1. Is my action a “POST”? And what do I put for the URL?
    » If you have tested the functionality in Postman and have it working, you can copy the Endpoint URL from Postman (just substitute any parameters with the actual values). Use the “05 - Cockpit API” → “CTA Update - COMPANY” example to obtain everything you need. It should be a PUT with a URL like https://myenv.gainsightcloud.com/v2/cockpit/cta
  2. What other information do I need to provide?
    » You will need to provide parameters that are being passed from the Rule to the External Action (eg. CTA GSID, New CTA Owner GSID, ...) 

I hope this helps.

 

 

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