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Add corporate role to new community users automatically

Automatically monitor new user account creation in Gainsight Customer Communities across Gainsight Customer Communities and Zapier. Create and update roles when new user account created, community user signup, or user profile added—so you can apply correct privileges, skip nonmatching signups, and set access instantly without manual access setup.

How this automation assigns the right role to new users

When a new user account is created in the community platform, unqualified signups can get the wrong privileges. This automation monitors new users and checks partner domains, then adds the preconfigured custom role—so your team can scale access setup.

  1. 1.Monitor new community user

    Integrate Gainsight Customer Communities and community directories to detect new user account creation for onboarding decisions.

    Gainsight Customer Communitiesor swap with your favorite app
  2. 2.Filter for partner email domain

    Integrate Filter by Zapier and email domain checks to continue only for qualifying users that match your partner domain list.

    Filter von Zapieror swap with your favorite app
  3. 3.Adds custom role to user

    Integrate Gainsight Customer Communities and role mapping tools to add the preconfigured corporate role to each qualifying user.

    Gainsight Customer Communitiesor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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