Connect Gong to Octane AI

Both apps 43Gong 32Octane AI 11

• Trigger
  New User

  Triggers when a new user is added to your Gong company.

• Action
  Add a "Content Shared" Event Into Gong's Activity Timeline

  Adds a "Content Shared" event to Gong's activity timeline, recording that a Gong user shared a piece of content (such as a contract or proposal) with external recipients.

• Action
  Add a "Content Viewed" Event Into Gong's Activity Timeline

  Records that an external participant viewed a piece of content (for example a contract or presentation) as an event on Gong's activity timeline.

• Action
  Add a "Custom Action" Event Into Gong's Activity Timeline

  Adds a custom action event, such as a contract signed by a prospect, to Gong's activity timeline.

• Action
  Add Call

  Creates a new call record in Gong, optionally with a link Gong downloads the recording from.

• Action
  Add Call Media

  Uploads a recording file to a call previously created in Gong with Add Call.

• Action
  Add Digital Interaction

  Posts a digital interaction (such as a page view or link click) by a person into Gong's activity timeline.

• Action
  Ask About Entity

  Asks Gong AI a natural-language question about a CRM account, deal, contact or lead and returns the answer, generated from that entity's calls and emails. Consumes Gong credits.

• Action
  Assign Prospects to Flow

  Assigns up to 100 CRM contacts or leads to a Gong Engage flow, owned by the Gong user you name.

• Action
  Create Meeting

  Creates a new Gong meeting for an organizer and invitees, returning the meeting id and join link.

• Action
  Delete Meeting

  Deletes a meeting that was created in Gong.

• Action
  Find Calls

  Finds Gong calls by call ids, host users, workspace or date range and returns their detailed data, such as participants, topics, trackers and highlights.

• Action
  Find Flow by Name

  Finds Gong Engage flows whose name contains the text you give, among the flows visible to a chosen Gong user. Returns up to 50 matches, best matches first.

• Action
  Find Users

  Finds Gong users by their user ids and/or creation date range, returning each user's profile and settings.

• Action
  Generate Entity Brief

  Generates an AI brief, configured in Gong's Agent Studio, for a CRM account, deal, contact or lead from its associated calls and emails. Consumes Gong credits.

• Action
  Get Call

  Returns the details of a single Gong call, such as its title, host, start time, duration and direction.

• Action
  Get Call Transcripts

  Returns the transcripts of Gong calls, either for specific calls or for all calls in a date range, with each speaker's sentences and timings.

• Action
  Get CRM Objects

  Returns uploaded CRM objects (accounts, contacts, deals or leads) from a Gong Generic CRM integration by their CRM ids.

• Action
  Get User

  Returns a Gong user's profile, including name, email, title, manager, active status and recording settings.

• Action
  List Calls

  Returns the calls recorded in Gong that started within a date range, optionally limited to one workspace.

• Action
  List Calls in Library Folder

  Returns the calls saved in a Gong library folder, with each call's title, note, snippet and link.

• Action
  List Flows

  Returns the Gong Engage flows available to a user: company flows plus their personal and shared flows.

• Action
  List Library Folders

  Returns the public Gong call library folders, optionally limited to one workspace.

• Action
  List Prospect Flows

  Returns the Gong Engage flows assigned to the given prospects (by CRM prospect ID) or to the given flow instances.

• Action
  List Tasks

  Returns the Engage tasks assigned to a Gong user, filtered by task type, action and status.

• Action
  List Users

  Returns all of the company's users in Gong, with their contact details, manager and settings.

• Action
  List Workspaces

  Returns all of the company's Gong workspaces, with each workspace's id, name and description.

• Action
  Unassign Flows by CRM Prospect ID

  Removes a prospect (contact or lead) from the Gong Engage flows they are assigned to — all of them, or just one flow if you choose it. Returns the flow instances the prospect was removed from.

• Action
  Unassign Flows by Flow Instance ID

  Removes prospects from Gong Engage flows by flow instance id and returns the instances that were successfully unassigned.

• Action
  Update Meeting

  Updates an existing Gong meeting's time, title, invitees and conferencing provider.

• Action
  Update Task

  Updates the status, due date or priority of an existing Gong Engage task.

• Action
  Upload CRM Objects

  Uploads a batch of CRM accounts, contacts, deals, leads, business users or stages into Gong for a registered CRM integration. Processing happens asynchronously after upload.

• Action
  Add experiment

  Creates a draft A/B experiment on a quiz, testing a saved version against the live version.

• Action
  Add export

  Requests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes.

• Action
  Delete quiz

  Soft-deletes a quiz in your Octane AI store.

• Action
  Get quiz

  Returns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found.

• Action
  Get quiz analytics overview

  Returns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers.

• Action
  Get shopper profile

  Returns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders.

• Action
  Get store analytics overview

  Returns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates.

• Action
  List experiments

  Returns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms.

• Action
  List quizzes

  Returns the store's quizzes with their name, status, archive state and published version.

• Action
  List shopper profiles

  Returns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range.

• Action
  Publish quiz version

  Publishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.