@jean.nairon do you have any tips about this?

Curious if you found success with Workato?

We use Workato for data integration to/from Gainsight. We don’t use any native Gainsight actions though, mostly just things like querying SQL, transforming the data to create a CSV and pushing that to the Gainsight hosted S3 bucket. What’s the use case you’re trying to implement Workato for?

Hey ​@andreammelde 

What are you trying to do exactly?
We have the connection setup in Workato. Happy to talk through the connection part if’d you like! We are recently new to CS, so have not done much on that one, but we are using it daily for CC.

Thanks,

Anthony

Hi ​@ahamburg9 ​@alexander.mahan Thanks for replying! So, I am new to Gainsight and new to Customer Communities (help!). Our customer database runs on Salesforce, which is connected to Gainsight, but we are generally not yet able to easily connect the data from SF to CC. (like user profiles) Or, in a more specific instance, we want to see if our customer account managers be notified if their customer posts something in Product Ideas. We are open to various use cases, and are still trying to figure things out. Our company has Workato, and not Zapier, which seems to be more commonly used to create workflows between platforms. 

I’d say Zapier and Workato are very similar automation tools. They’re capable of the same things (for the most part) and really only differ in how you set them up. We don’t use CC in our org so I’m not familiar with how that data should natively integrate with CS or how it’s stored but Workato is pretty flexible and can likely adapt to what you need it to do.

For example, if the Product Idea data can be exported, either with a recurring report or possibly API integration, you could have workato do something like this;

1. Workato job executes every afternoon.
2. ​​SQL Query/API Call to pull Product Idea data.
3. Transform data as necessary (CS can import CSVs from S3 via data designer or rules).
4. Upload transformed data to Gainsight’s S3 bucket.
5. (optional) Monitor series for errors to send email alerts to an Admin if the job fails repeatedly.

Then on the CS side you would set up that data design or rule to pull from S3 and store it in CS to report on or generate JO email alerts for your team.

I’d be happy to talk over specifics sometime. It’s hard to say exactly how it should be set up without knowing what the source data looks like. But it should be doable.

​@gracefacex

Welcome to Gainsight!

You should be able to see information in SF about community posts/ideas via standard Reporting in your SF instance.

Specifically to Workato:

Subscribe to a webhook in community (https://api2-us-west-2.insided.com/docs/community/#tag/Webhooks/operation/subscribeWebhook). Based on your question you would subscribe to 

• idea.Submitted

Form here you would set up to Workato instance to listen to the event. The even will give user information such as email, and then you can go through the dance of finding the users SF Account Name, and then Account Manager, and finally send a slack message to that user.

Here is an example we use at my company:

Users in SF submits an idea post a slack message.

And then you can configure the slack message as followed.
 

Hopefully this is somewhat helpful.

Thanks,

Anthony