Connect Gong and Stax

Both apps 50Gong 32Stax 18

• 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
  List Payment

  Triggers when a new payment transaction is recorded in Stax.

• Action
  Capture payment

  Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.

• Action
  Create Customer

  Creates a customer record on the Stax merchant account and returns the new customer.

• Action
  Create Item

  Creates an item in the merchant's Stax catalog and returns the new catalog item.

• Action
  Create Scheduled Invoice

  Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.

• Action
  Delete Catalog Item

  Deletes a catalog item from Stax.

• Action
  Delete payment method

  Deletes a customer's saved payment method in Stax and returns the deleted payment method.

• Action
  Delete Scheduled Invoice

  Deletes a recurring invoice schedule so it stops generating invoices.

• Action
  Find Customers

  Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.

• Action
  Find Invoices

  Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.

• Action
  Find Items

  Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.

• Action
  Find Payment Methods

  Returns all saved payment methods (cards and bank accounts) for a Stax customer.

• Action
  Find Payments

  Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.

• Action
  Make a Payment

  Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.

• Action
  Refund payment

  Refunds all or part of a settled Stax payment transaction back to the customer.

• Action
  Update customer

  Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.

• Action
  Update invoice

  Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.

• Action
  Void payment

  Voids a payment transaction in Stax before it settles, cancelling the charge.

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