--- title: "Connect Gong to Klipfolio - APIANT.ai" description: "When \"New User\" fires in Gong, your agent runs \"List Users\" in Klipfolio. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/gong-to-klipfolio" --- # Connect Gong to Klipfolio When **New User** fires in [Gong](https://apiant.ai/connections/gong), your agent runs **List Users** in [Klipfolio](https://apiant.ai/connections/klipfolio). Describe the whole flow and it is built, tested on every scenario and kept running. Gong **1** trigger Gong **31** actions Klipfolio **9** 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 Klipfolio 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 Klipfolio - When **New User** in Gong then **List Users** in Klipfolio - When **New User** in Gong then **Update Data Source** in Klipfolio 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 Klipfolio ## Triggers and actions 1 trigger · 40 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 **Delete Data Source** Deletes a Klipfolio data source by ID. - Action **Get Data Source** Get the details for a specific Klipfolio data source by id. - Action **Get Data Source Instance Data** Retrieves the data held by a Klipfolio data source instance. - Action **Get Klip** Fetches a Klip by ID. An error occurs if the Klip is not found. - Action **List Data Sources** Returns all data sources the connected user can access. - Action **List Klips** Returns the Klips you can access, optionally narrowed to one data source or one client account. - Action **List Users** Returns all users in the company or client account. - Action **Refresh Data Source** Queue one or more Klipfolio data sources for refresh. - Action **Update Data Source** Replace data in a data source in Klipfolio. ## Each app on its own - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) - [ **Klipfolio** Klipfolio makes it easy and affordable to build and share real-time dashboards.](https://apiant.ai/connections/klipfolio) 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 Klipfolio - [ **HubSpot to Klipfolio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klipfolio) - [ **Salesforce to Klipfolio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-klipfolio) - [ **Slack to Klipfolio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-klipfolio) - [ **Google Sheets to Klipfolio** Google Sheets](https://apiant.ai/connect/google-sheets-to-klipfolio) - [ **Gmail to Klipfolio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klipfolio) - [ **Google Calendar to Klipfolio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klipfolio) Questions ## Gong and Klipfolio, 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 Klipfolio when something happens in Gong? Any of Klipfolio's 9 actions, including Update Data Source, Get Data Source, Get Data Source Instance Data and Get Klip. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klipfolio to Gong? Klipfolio has no triggers in the catalog today, so automations start in Gong. If you need the other direction, ask: your agent reads Klipfolio's API documentation and adds it. ### ### Do I have to build a connector for Gong or Klipfolio? 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 Klipfolio 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.