Skip to main content

Appoint custome role based on field on registration form

  • May 26, 2026
  • 4 replies
  • 49 views

Sanne van Opstal-Brakel
Forum|alt.badge.img

hi all!

I was wondering, is it possible to appoint a custom role automatically? This would be based on an answer they need to fill in on the registration.

My usecase:
We work with different languages in 1 community. Currently Dutch and English and we are considering adding German. 

Our set up right now is on the registration form they answer a question in which language they want to receive community updates etc. And based on that answer we appoint them a specific custom role. 
And based on that custom role they receive either Dutch or English on boarding emails and any other relevant communication. 

Currently I appoint these custom roles manually and I need to check a segment that I created several times a day to appoint that custom role. 

I was wondering, if there is a way to automate this (and thus less manual work for me)

4 replies

jvdc
  • Expert ⭐️
  • May 26, 2026

Yes! I am applying roles using Webhooks and API. So basically you'd need to:

  • use the wehbook for user registration to trigger your flow
  • then use the API to GET the user's profile fields
  • use the data from that field to update (POST) the user's role

Mithila Jayalath

@Sanne van Opstal-Brakel I’m doing the same with Zapier. 

 


Sanne van Opstal-Brakel
Forum|alt.badge.img

thanks for your suggestions

@jvdc I am not trainign in APIs yet… our company does a lot of work with them for our tool. But in Gainsight its still undiscovered territory for me. How dificult it is to set up? And/or do you know any great articles to learn more about it?

@Mithila Jayalath unfortunately I am not allowed to work with Zapier, company policy :( But thanks for thinking along!


jvdc
  • Expert ⭐️
  • May 28, 2026

Hey ​@Sanne van Opstal-Brakel I created my flows using Microsoft's PowerAutomate as we can't use Zapier either. I think PowerAutomate is less user friendly than Zapier, but nothing you can't overcome as a non-tech user (especially nowadays with the help of AI).

It did require a small learning curve, but nothing too crazy. I used the GS documentation shared above and first played with Postman (check with ICT if they can help you setting this up for you) to test the different API calls.