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kcsp
December 13, 2022
New Idea

Enable Real-Time Rule for CTAs

Related products:CS Rules Engine
  • December 13, 2022
  • 2 replies
  • 150 views

In order to remove the bottleneck of waiting for a scheduled rule to run for creating CTAs based on changes to an account or user inputs, having the ability to configure real-time rules for CTAs would be helpful. 

2 replies

bradybluhm
Gainsight Employee ⭐️⭐️
December 15, 2022

@kcsp With what I’ve learned, this was recently released in a Product update in October!

 

From the PM: “This is Create CTA action on Real Time Rules platform. With what we have done for Horizon Rules, we should theoretically have closed the gap quite a bit.”

AI on my mind!
One_Tew
Contributor ⭐️⭐️
June 27, 2023

@kcsp With what I’ve learned, this was recently released in a Product update in October!

 

From the PM: “This is Create CTA action on Real Time Rules platform. With what we have done for Horizon Rules, we should theoretically have closed the gap quite a bit.”

The Real Time Rules feature does not appear to have an option for CTAs.
Looking at out instance for example, I’m seeing 3 action types. 

  • Call External API
  • Load to Gainsight Object
  • Load to SFDC Object

This would be an excellent addition to real time rules.