--- title: "Connect Gong to Dwolla - APIANT.ai" description: "When \"New User\" fires in Gong, your agent runs \"Add customer\" in Dwolla. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/gong-to-dwolla" --- # Connect Gong to Dwolla When **New User** fires in [Gong](https://apiant.ai/connections/gong), your agent runs **Add customer** in [Dwolla](https://apiant.ai/connections/dwolla). Describe the whole flow and it is built, tested on every scenario and kept running. Gong **1** trigger Gong **31** actions Dwolla **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gong and Dwolla to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Gong can start in Dwolla - When **New User** in Gong then **Add customer** in Dwolla - When **New User** in Gong then **Update customer** in Dwolla Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Gong and Dwolla ## Triggers and actions 1 trigger · 50 actions - 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 beneficial owner** Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners. - Action **Add customer** Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business. - Action **Add document** Uploads an identity verification document (passport, license, ID card) for a Dwolla customer. - Action **Add funding source** Creates a bank account, virtual account number or debit card funding source for a Dwolla customer. - Action **Add mass payment** Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch. - Action **Add transfer** Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link. - Action **Cancel transfer** Cancels a pending Dwolla transfer and returns the updated transfer. - Action **Delete funding source** Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed. - Action **Find customers** Searches Dwolla customers by name, business name or email, optionally filtered by verification status. - Action **Get customer** Returns a Dwolla customer's details, including name, email, type and verification status. - Action **Get funding source** Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details. - Action **Get funding source balance** Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account. - Action **Get mass payment** Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata. - Action **List beneficial owners** Returns all beneficial owners associated with a business verified Dwolla customer. - Action **List documents** Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result. - Action **List events** Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first. - Action **List funding sources** Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status. - Action **List transfers** Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search. - Action **Update customer** Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer. ## Each app on its own - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) - [ **Dwolla** Say goodbye to plastic cards, ATM fees, hidden charges and fine print.](https://apiant.ai/connections/dwolla) Reviews ## What our customers say ## More from Gong - [ **Gong to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gong-to-hubspot) - [ **Gong to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gong-to-salesforce) - [ **Gong to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gong-to-slack) - [ **Gong to Google Sheets** Google Sheets](https://apiant.ai/connect/gong-to-google-sheets) - [ **Gong to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gong-to-google-calendar) - [ **Gong to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/gong-to-google-drive) ## More into Dwolla - [ **HubSpot to Dwolla** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dwolla) - [ **Salesforce to Dwolla** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dwolla) - [ **Slack to Dwolla** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dwolla) - [ **Google Sheets to Dwolla** Google Sheets](https://apiant.ai/connect/google-sheets-to-dwolla) - [ **Gmail to Dwolla** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dwolla) - [ **Google Calendar to Dwolla** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dwolla) Questions ## Gong and Dwolla, answered ### ### What can start an automation from Gong? Any of Gong's 1 trigger in the catalog, including New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dwolla when something happens in Gong? Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dwolla to Gong? Dwolla has no triggers in the catalog today, so automations start in Gong. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it. ### ### Do I have to build a connector for Gong or Dwolla? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Gong and Dwolla without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.