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sai_ram
Expert ⭐️⭐️
September 8, 2017
Development

Creating timeline activity via rules?

Related products:CS Timeline & Activity Tracking
  • September 8, 2017
  • 81 replies
  • 2327 views
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

    81 replies

    victoria_peeker_barry
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 28, 2021

    Ability to create a timeline entry when a CTA is manually created or closed

    Victoria
    Contributor ⭐️
    May 5, 2021

    We would like our Aircall data to be able to be pumped in via S3 to the timeline. They are just calls that log automatically, compared to the manual call logging required in Gainsight. Today our team receive calls by Aircall, input tags and notes into Aircall while on the call, then go to Gainsight and log the exact same information. Can we prevent them from needing to do this twice?

    Chirag
    Helper ⭐️
    June 7, 2021

    We don’t have an immediate plan to support this as the team is occupied with other high priority items. I’ll look into the possibilities and will keep you posted.

    Contributor ⭐️⭐️
    June 15, 2021

    I was just trying to update meeting types for entries where we combined a deprecated type into an existing active type and couldn’t do it because there’s no option to write to Activity Timeline. Also can’t update the entries manually because I didn’t create them.

    Contributor ⭐️
    December 20, 2021

    Does anyone happen to know the status of this request and if it is currently slated in an upcoming release or not?

    soumitrasahu
    Helper ⭐️⭐️
    December 21, 2021

    @london.legrand We are looking into this and have added it to our near-term roadmap (upto 6 months max).

    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 3, 2022

    It’s must have here  too so we can take our product usage to the next level. 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 4, 2022

    On our end, our use cases are as follows:

    1. Be able to mark participation to a specific event (in our case, a product change advisory board) in bulk for all our participants instead of having to create the entry manually for all companies.
    2. Be able to mark key tech touch engagement completion such as onboarding automatically into timeline as they’re milestones in the customer journey (using the AO Participant object/AO Participant Failed object). 

    Thanks for turning the ops dream into reality.

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    abeck0625
    Contributor ⭐️⭐️⭐️⭐️
    March 25, 2022

    Adding my thoughts:

     

    We have a couple of Timeline Activity Types where we’d like to automatically update fields through the Rules Engine to take these tasks off of the CSMs shoulders.

    Looking forward to this enhancement!

    anirbandutta
    Expert ⭐️
    March 25, 2022

    @Bhawya could you pl take a look here

    It's an opportunity for engagement