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rakesh
Gainsight Employee ⭐️
Lets put your data to work!
August 18, 2020

How to post to slack any data programmatically from Gainsight (Rules Engine and JO)

  • August 18, 2020
  • 16 replies
  • 1054 views

 

This video shows how to post any message to Slack from Rules Engine (or JO) leveraging External Actions in Gainsight. We use 2 methods that Slack has to do this:

  1. Webhook (first half of the video)
  2. OAuth authentication (2nd half of the video)

16 replies

achandak
Helper ⭐️
May 8, 2023

@billrlarseniii You are getting “No Connections Available” message because there’s no connection to an external application like Slack is available under Connectors 2.0 in your instance.

 

You can either click on the button “Go to Connectors 2.0” or navigate to “Connectors 2.0” from admin console and land on the Connectors 2.0 page, where you can create a custom connection to an external system by following the steps mentioned in this article.

 

After you have the custom connection created, you will see that on the left side of the External Actions page.

 

Incase you need more understanding you can follow the instructions shared in the above video.

Revant
Contributor ⭐️⭐️⭐️⭐️
May 11, 2023

Check out THIS recording from Crank Up Technicalities Webinar Series that brings such technical operational conversations to a wider platform to help the CS & CS Ops community easily get the best & most ROI from your Gainsight Architecture.

 

The attached recording not only shows you how you can send real time NPS into slack as messages but also some advanced tips on the #JourneyOrchestrator.

 

FYI @billrlarseniii - I hope the attached recording helps you. :)

Revant A | CS, CS Ops Leader | xGainsight
mightylud
Contributor ⭐️
July 26, 2023

Sorry if i might’ve missed this but i’m looking to see if anyone has found a way to post links from gainsight to the slack app?
I have been able to post messages with fields to the internal slack but now trying to post links. Examples would be, Company Name - clickable link to the C360 or Timeline Entry Subject directly to the Timeline Entry.
Anyone tried or better yet, succeed at this?

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
June 28, 2024

Is there any way to make the post to slack real-time?

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
rakesh
Gainsight Employee ⭐️
rakeshAuthor
Lets put your data to work!
July 9, 2024

Is there any way to make the post to slack real-time?

From Gainsight, there are only few categories of events that are Real Time - Company / Relationship updates and Cockpit updates for now @sarahmiracle . So for these we can post to Slack real time via Real Time rules, else, its a regular Rule.

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
July 9, 2024

@rakesh thanks for the reply! Real Time Rules would be great, if I could fetch from Activity Timeline for my real time rule :( Unfortunately can only make Real Time Rules off of specific objectives, Activity Timeline not being one of them! A good enhancement idea for Real Time Rules

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member