Connect Autotask and Gong

Both apps 65Autotask 33Gong 32

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Company "To Do" Event

  Triggers when a new to-do is added to a company.

• Trigger
  New Configuration Item

  Triggers when a new configuration item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New or Updated Ticket Note

  Triggers when a ticket note is created or updated.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Service Call

  Triggers when a new service call is created.

• Trigger
  New Task

  Triggers when a new project task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Trigger
  Updated Company "To Do" Event

  Triggers when an existing company to-do is updated.

• Trigger
  Updated Configuration Item

  Triggers when a configuration item is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Quote

  Triggers when a quote is updated.

• Trigger
  Updated Service Call

  Triggers when an existing service call is updated.

• Trigger
  Updated Task

  Triggers when a project task is updated.

• Trigger
  Updated Ticket

  Triggers when an existing ticket is updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Find Company

  Finds companies by ID, name or phone.

• Action
  Find Contact

  Finds contacts by ID, email, name or company.

• Action
  Find Contract

  Finds contracts by ID, company or name.

• Action
  Find Country

  Finds countries by ID, code or name.

• Action
  Find Currency

  Finds currencies by ID or code.

• Action
  Find Opportunity

  Finds opportunities by ID, company or title.

• Action
  Find Quote

  Finds quotes by ID, company, opportunity or name.

• Action
  Find Resource

  Finds resources (users) by ID, email, username or last name.

• Action
  Find Ticket

  Finds tickets by ID, ticket number, company or title.

• 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.

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