--- title: "Connect Gong and Moxie - APIANT.ai" description: "When \"New User\" fires in Gong, your agent runs \"Create & Optionally Send Invoice\" in Moxie." canonical: "https://apiant.ai/connect/gong-to-moxie" --- # Connect Gong and Moxie When **New User** fires in [Gong](https://apiant.ai/connections/gong), your agent runs **Create & Optionally Send Invoice** in [Moxie](https://apiant.ai/connections/moxie), or **Client Created** in Moxie to **Add a "Content Shared" Event Into Gong's Activity Timeline** in Gong. Describe the whole flow and it is built, tested on every scenario and kept running. Gong **1** trigger Gong **31** actions Moxie **30** triggers Moxie **12** 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 Moxie 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 and Moxie can do together ### From Gong to Moxie - When **New User** in Gong then **Create & Optionally Send Invoice** in Moxie - When **New User** in Gong then **Create Task** in Moxie ### From Moxie to Gong - When **Client Created** in Moxie then **Add a "Content Shared" Event Into Gong's Activity Timeline** in Gong - When **Client Updated** in Moxie then **Add a "Content Viewed" Event Into Gong's Activity Timeline** in Gong 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 Moxie ## Triggers and actions 31 triggers · 43 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. - Trigger **Agreement Sent** Triggers when a proposal is sent either via link or email. - Trigger **Agreement Signed** Triggers when an agreement is accepted and signed with e-signature. - Trigger **Agreement Viewed** Triggers when a user views the proposal. - Trigger **Client Created** Triggers when a new client is created in Moxie. - Trigger **Client Deleted** Triggers when a client record is deleted in Moxie. - Trigger **Client Updated** Triggers when a client record is updated in Moxie. - Trigger **Form Completed** Triggers when a form is completed. - Trigger **Invoice Sent** Triggers when an invoice is sent in Moxie. - Trigger **Meeting Cancelled** Triggers when a meeting is cancelled - Trigger **Meeting Scheduled** Triggers when a new meeting is scheduled - Trigger **Meeting Updated** Triggers when a meeting is updated or rescheduled - Trigger **Opportunity Created** Triggered with a pipeline opportunity is created - Trigger **Opportunity Deleted** Triggered with a pipeline opportunity is deleted - Trigger **Opportunity Updated** Triggered with a pipeline opportunity is updated - Trigger **Payment Received** Triggers when a payment is received either vial Stripe or manual entry. - Trigger **Project Completed** Triggers when a project is set to "complete" in Moxie. - Trigger **Project Created** Triggers when a new project is created in Moxie. - Trigger **Project Updated** Triggers when the settings for a project are updated. - Trigger **Task Approval** Triggers when a new Deliverable is ready for client approval. - Trigger **Task Created** Triggered when a Project Task is created - Trigger **Task Deleted** Triggered when a Project Task is deleted - Trigger **Task Updated** Triggered with a Project Task is updated. - Trigger **Ticket Closed** Triggers and a support ticket is closed - Trigger **Ticket Comment** Triggers when a comment is created on a ticket - Trigger **Ticket Created** Triggers when a new support ticket is created - Trigger **Ticket Deleted** Triggers when a support ticket is deleted - Trigger **Ticket Updated** Triggers when a support ticket is updated - Trigger **Time Worked Created** Triggers when a new time worked entry is created. - Trigger **Time Worked Deleted** Triggers when a time worked record is deleted. - Trigger **Time Worked Updated** Triggers when a time worked entry has been updated. - Action **Create Client** Creates a new client record in Hectic - Action **Create Expense** Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client. - Action **Create Opportunity** Create a new pipeline opportunity - Action **Create & Optionally Send Invoice** Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft. - Action **Create or Update Calendar Event** Create or update a calendar event in Moxie - Action **Create Project** Create a project and optionally use a template - Action **Create Task** Create a task in the project management system - Action **Create Ticket** Create a Ticket for a client and contact - Action **Create Ticket Comment** Adds a comment (public or private) to an existing ticket. - Action **Create Time Worked** Creates a time worked entry - Action **Delete Calendar Event** Deletes a calendar event in Moxie by the external ID. - Action **Find a Client** Finds a client by either name or contact email address. ## Each app on its own - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) - [ **Moxie** Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing...](https://apiant.ai/connections/moxie) 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 Moxie - [ **HubSpot to Moxie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moxie) - [ **Gmail to Moxie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moxie) - [ **Google Calendar to Moxie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moxie) - [ **Google Drive to Moxie** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moxie) - [ **Mailchimp to Moxie** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moxie) - [ **ActiveCampaign to Moxie** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-moxie) Questions ## Gong and Moxie, 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 Moxie when something happens in Gong? Any of Moxie's 12 actions, including Create Client, Create Expense, Create Opportunity and Create & Optionally Send Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Moxie to Gong? Yes. When something happens in Moxie, your agent can act in Gong too. This page covers both directions: Moxie's triggers and Gong's actions are listed here as well. ### ### Do I have to build a connector for Gong or Moxie? 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 Moxie 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.