--- title: "Connect Gong and Pennylane - APIANT.ai" description: "When \"New User\" fires in Gong, your agent runs \"Create Company Customer V2\" in Pennylane." canonical: "https://apiant.ai/connect/gong-to-pennylane" --- # Connect Gong and Pennylane When **New User** fires in [Gong](https://apiant.ai/connections/gong), your agent runs **Create Company Customer V2** in [Pennylane](https://apiant.ai/connections/pennylane), or **New Billing Subscription V2** in Pennylane 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 Pennylane **5** triggers Pennylane **34** 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 Pennylane 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 Pennylane can do together ### From Gong to Pennylane - When **New User** in Gong then **Create Company Customer V2** in Pennylane - When **New User** in Gong then **Create Customer Invoice V2** in Pennylane ### From Pennylane to Gong - When **New Billing Subscription V2** in Pennylane then **Add a "Content Shared" Event Into Gong's Activity Timeline** in Gong - When **New Customer Invoice V2** in Pennylane 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 Pennylane ## Triggers and actions 6 triggers · 65 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 **New Billing Subscription V2** Triggers when a new billing subscription is created in Pennylane. - Trigger **New Customer Invoice V2** Triggers when a new customer invoice or credit note is created in Pennylane. - Trigger **New Customer V2** Triggers when a new customer (company or individual) is created in Pennylane. - Trigger **New Product V2** Triggers when a new product is created in Pennylane. - Trigger **New Quote V2** Triggers when a new quote is created in Pennylane. - Action **Add supplier** Creates a supplier in Pennylane and returns the new supplier record. - Action **Create Company Customer V2** Creates a company customer in Pennylane with its billing address, contact and invoicing details, and returns the new customer. - Action **Create Customer Invoice V2** Creates a draft or finalized customer invoice (or credit note) in Pennylane for an existing customer. - Action **Create Individual Customer V2** Creates an individual (person) customer in Pennylane with their name, billing address and invoicing preferences. - Action **Create Product V2** Creates a product in Pennylane with its label, price before tax and VAT rate, and returns the created product. - Action **Create Quote V2** Creates a quote for a customer in Pennylane, with its line items, dates and optional discount. - Action **Finalize customer invoice** Finalizes a draft customer invoice or credit note in Pennylane, assigning its number and locking it from further edits. - Action **Get Billing Subscription V2** Returns one billing subscription, including its schedule, status, customer and invoice settings. - Action **Get supplier** Returns a single supplier from Pennylane by its id, including contact, address, payment terms and ledger account. - Action **Get supplier invoice** Returns a single supplier invoice from Pennylane by its ID, including amounts, dates, supplier, and payment status. - Action **Get transaction** Returns a single bank transaction by its id, including amount, currency, date, bank account, categories and linked customer or supplier. - Action **List bank accounts** Returns the company's bank accounts with their currency, balance, journal and ledger account. - Action **List billing subscriptions** Returns the billing subscriptions in the Pennylane company, optionally filtered by status, customer or start date. - Action **List categories** Returns the analytical categories defined in the Pennylane company, optionally filtered by group, label or code. - Action **List customer invoices** Returns customer invoices and credit notes, optionally filtered and sorted. - Action **List customers** Returns a list of company and individual customers in Pennylane, optionally filtered and sorted. - Action **List ledger accounts** Returns the company's ledger accounts (chart of accounts), up to 1000 per call, optionally filtered by number, id or enabled status. - Action **List ledger entries** Returns the ledger entries of your Pennylane company, optionally filtered by id, date or journal and sorted by id or date. - Action **List products** Returns the products in the Pennylane company, optionally filtered by label, reference or id. - Action **List quotes** Returns the quotes in your Pennylane company, optionally filtered by customer or status. - Action **List supplier invoices** Returns the supplier invoices in your Pennylane company, optionally filtered and sorted. - Action **List suppliers** Returns the suppliers in your Pennylane company, optionally filtered and sorted. - Action **List transactions** Returns the bank transactions in your Pennylane company, optionally filtered by bank account, journal, date or id. - Action **Retrieve Customer V2** Returns one customer (company or individual) by its Pennylane id, including contact details, addresses and billing settings. - Action **Retrieve Invoice V2** Returns one customer invoice or credit note, including its amounts, status, customer and links to its lines and payments. - Action **Retrieve Product V2** Returns one Pennylane product by its id, including price, VAT rate, unit, ledger account and custom field values. - Action **Retrieve Quote V2** Returns a single quote by its ID, including amounts, status, customer and dates. - Action **Update Billing Subscription V2** Updates a billing subscription in Pennylane: stop or resume it, change its invoicing mode, payment terms, schedule, customer or invoice content. - Action **Update Company Customer V2** Updates an existing company customer in Pennylane and returns the updated customer. - Action **Update customer invoice** Updates a customer invoice in Pennylane. Draft invoices accept all fields; finalized invoices accept only label, external reference, transaction reference, invoice line imputation/performance dates and installments. - Action **Update Individual Customer V2** Updates an individual (person) customer in Pennylane and returns the updated customer. - Action **Update Product V2** Updates an existing product in Pennylane, such as its label, price, VAT rate or custom fields. - Action **Update Quote V2** Updates an existing quote in Pennylane — its dates, customer, texts, discount, language and invoice lines — and returns the updated quote. - Action **Update supplier** Updates an existing supplier in Pennylane and returns the updated supplier. ## Each app on its own - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) - [ **Pennylane** Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate...](https://apiant.ai/connections/pennylane) 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 Pennylane - [ **HubSpot to Pennylane** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pennylane) - [ **Google Sheets to Pennylane** Google Sheets](https://apiant.ai/connect/google-sheets-to-pennylane) - [ **Gmail to Pennylane** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pennylane) - [ **Google Calendar to Pennylane** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pennylane) - [ **Google Drive to Pennylane** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pennylane) - [ **Mailchimp to Pennylane** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pennylane) Questions ## Gong and Pennylane, 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 Pennylane when something happens in Gong? Any of Pennylane's 34 actions, including Create Company Customer V2, Create Customer Invoice V2, Create Individual Customer V2 and Create Product V2. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pennylane to Gong? Yes. When something happens in Pennylane, your agent can act in Gong too. This page covers both directions: Pennylane's triggers and Gong's actions are listed here as well. ### ### Do I have to build a connector for Gong or Pennylane? 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 Pennylane 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.