Connect Gong and ServiceM8

Both apps 57Gong 32ServiceM8 25

• 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
  Job Queued

  Triggers when a Job is assigned to a Queue.

• Trigger
  New Job

  Triggers when a new job is created.

• Action
  Add attachment

  Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.

• Action
  Add company contact

  Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.

• Action
  Add job allocation

  Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.

• Action
  Add job material

  Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.

• Action
  Add job payment

  Records a payment against a ServiceM8 job, with its amount, method, date and optional note.

• Action
  Add note

  Adds a note to a job, client or other ServiceM8 record.

• Action
  Create Client

  Creates a new client (company) record in ServiceM8.

• Action
  Create Job

  Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.

• Action
  Delete client

  Deletes (archives) a client in ServiceM8.

• Action
  Delete job

  Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.

• Action
  Get attachment

  Returns the details of a single file attachment (photo, PDF or other file) by its UUID.

• Action
  Get client

  Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.

• Action
  Get job

  Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.

• Action
  Get Job Allocation

  Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.

• Action
  List clients

  Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List job materials

  Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.

• Action
  List job payments

  Returns the payments recorded against jobs, optionally filtered (for example to a single job).

• Action
  List Job Queues

  Returns the job queues set up in the ServiceM8 account.

• Action
  List jobs

  Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List notes

  Returns the notes in your ServiceM8 account, optionally filtered and sorted.

• Action
  List staff members

  Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.

• Action
  Update client

  Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.

• Action
  Update job

  Updates an existing job in ServiceM8, changing only the fields you fill in.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.