Integration
Connect Gong to Dynamics 365
When New User fires in Gong, your agent runs Dynamics365 Get All Invoices Action in Dynamics 365. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Gong and Dynamics 365 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Gong can start in Dynamics 365
When New User in Gong
then Dynamics365 Get All Invoices Action in Dynamics 365
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 Dynamics 365
Triggers and actions 1 trigger · 47 actions
- New User
Triggers when a new user is added to your Gong company.
- 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.
- 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.
- 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.
- Add Call
Creates a new call record in Gong, optionally with a link Gong downloads the recording from.
- Add Call Media
Uploads a recording file to a call previously created in Gong with Add Call.
- Add Digital Interaction
Posts a digital interaction (such as a page view or link click) by a person into Gong's activity timeline.
- 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.
- Assign Prospects to Flow
Assigns up to 100 CRM contacts or leads to a Gong Engage flow, owned by the Gong user you name.
- Create Meeting
Creates a new Gong meeting for an organizer and invitees, returning the meeting id and join link.
- Delete Meeting
Deletes a meeting that was created in Gong.
- 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.
- 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.
- Find Users
Finds Gong users by their user ids and/or creation date range, returning each user's profile and settings.
- 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.
- Get Call
Returns the details of a single Gong call, such as its title, host, start time, duration and direction.
- 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.
- Get CRM Objects
Returns uploaded CRM objects (accounts, contacts, deals or leads) from a Gong Generic CRM integration by their CRM ids.
- Get User
Returns a Gong user's profile, including name, email, title, manager, active status and recording settings.
- List Calls
Returns the calls recorded in Gong that started within a date range, optionally limited to one workspace.
- List Calls in Library Folder
Returns the calls saved in a Gong library folder, with each call's title, note, snippet and link.
- List Flows
Returns the Gong Engage flows available to a user: company flows plus their personal and shared flows.
- List Library Folders
Returns the public Gong call library folders, optionally limited to one workspace.
- List Prospect Flows
Returns the Gong Engage flows assigned to the given prospects (by CRM prospect ID) or to the given flow instances.
- List Tasks
Returns the Engage tasks assigned to a Gong user, filtered by task type, action and status.
- List Users
Returns all of the company's users in Gong, with their contact details, manager and settings.
- List Workspaces
Returns all of the company's Gong workspaces, with each workspace's id, name and description.
- 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.
- Unassign Flows by Flow Instance ID
Removes prospects from Gong Engage flows by flow instance id and returns the instances that were successfully unassigned.
- Update Meeting
Updates an existing Gong meeting's time, title, invitees and conferencing provider.
- Update Task
Updates the status, due date or priority of an existing Gong Engage task.
- 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.
- Dynamics365 Get All Invoices Action
Get all invoices action
- Dynamicscrm Create Account
Creates a new account entity record in dynamics crm using the web api.
- Dynamicscrm Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Create Contact
Creates a new contact entity record in dynamics crm using the web api.
- Dynamicscrm Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
- Dynamicscrm Create Lead
Creates a new lead entity record in dynamics crm using the web api.
- Dynamicscrm Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
- Dynamicscrm Get A Invoice
Dynamicscrm get a invoice
- Dynamicscrm Get A Lead
Dynamicscrm get a lead
- Dynamicscrm Get All Leads
Dynamicscrm get all leads
- Dynamicscrm Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
- Dynamicscrm Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
- Dynamicscrm Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Gong and Dynamics 365, 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 Dynamics 365 when something happens in Gong?
Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dynamics 365 to Gong?
Dynamics 365 has no triggers in the catalog today, so automations start in Gong. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it.
Do I have to build a connector for Gong or Dynamics 365?
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 Dynamics 365 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.