Hi there,
Is it possible to automatically link custom object records to the matching CTA through a rule or the API?
In my use case, I have a custom low volume object which contains upgrade plans for customers. There is one record per relationship, and the record has been pre-populated with data so CSx don’t have to populate information we already have elsewhere. It is also pre-populated with calculated data.
I have also created one CTA per relationship, which has the low volume object in question associated to it.
I want to be able to map each individual record in my upgrade plan low volume custom object, to the corresponding CTA so my users do not have to do the following:
![](https://uploads-us-west-2.insided.com/gainsight-us/attachment/e08baf1e-219c-4864-b273-4f3b05ce94f8.png)
It seems to have to be manual because we can’t update or post anything apparently to the Associated Cockpit Records object and “Linked Object” GSID field. This gets populated once the manual linking has occurred.
And it makes no sense.
Any ways to do this?
Thanks
A