--- title: "Connect Gong and TidyHQ - APIANT.ai" description: "When \"New User\" fires in Gong, your agent runs \"Add Contact Note\" in TidyHQ. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/gong-to-tidyhq" --- # Connect Gong and TidyHQ When **New User** fires in [Gong](https://apiant.ai/connections/gong), your agent runs **Add Contact Note** in [TidyHQ](https://apiant.ai/connections/tidyhq), or **Contact Added to Group** in TidyHQ 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 TidyHQ **10** triggers TidyHQ **19** 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 TidyHQ 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 TidyHQ can do together ### From Gong to TidyHQ - When **New User** in Gong then **Add Contact Note** in TidyHQ - When **New User** in Gong then **Add Contact To Group** in TidyHQ ### From TidyHQ to Gong - When **Contact Added to Group** in TidyHQ then **Add a "Content Shared" Event Into Gong's Activity Timeline** in Gong - When **Contact Created** in TidyHQ 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 TidyHQ ## Triggers and actions 11 triggers · 50 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 **Contact Activated** Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash). - Trigger **Contact Added to Group** Triggers when a contact has been added to a group. - Trigger **Contact Created** Triggers when a new contact has been created for the first time. - Trigger **Contact Deactivated** Triggers when a contact has been deleted. - Trigger **Contact Removed From Group** Triggers when a contact has been removed from a group. - Trigger **Event Deleted** Triggers when an event is deleted. - Trigger **Event Ticket Created** Triggers when an event ticket is created. - Trigger **Event Ticket Deleted** Triggers when an event ticket is deleted. - Trigger **Event Ticket Updated** Triggers when an event ticket is updated. - Trigger **Event Updated** Triggers when an event is updated. - Action **Add Contact Note** Adds a note to a TidyHQ contact. - Action **Add Contact To Group** Adds an existing TidyHQ contact to one of your groups. - Action **Add Event Ticket** Creates a new ticket type on a TidyHQ event. - Action **Add invoice** Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact. - Action **Create Contact** Creates a new contact in your TidyHQ organisation. - Action **Delete Contact** Deletes a contact from your TidyHQ organisation. - Action **Delete Contact Note** Deletes a note from a TidyHQ contact. - Action **Delete Event** Deletes an event from your TidyHQ organisation. - Action **Delete Event Ticket** Deletes a ticket type from a TidyHQ event. - Action **Find Contact** Finds contacts in your TidyHQ organisation whose details match the search text. - Action **Get contact** Returns a single TidyHQ contact by its id, including its custom field values. - Action **Get event** Returns a single TidyHQ event by its ID, with all of its details. - Action **List contacts** Returns the contacts in your TidyHQ organisation, optionally narrowed by search text. - Action **List event tickets** Returns the ticket types available on a TidyHQ event. - Action **List groups** Returns the contact groups in your TidyHQ organisation. - Action **Remove Contact From Group** Removes a contact from a TidyHQ group. - Action **Update Contact** Updates an existing TidyHQ contact's details. Only the fields you fill in are changed. - Action **Update Event** Updates an existing TidyHQ event's name, times, location or description. - Action **Update Event Ticket** Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed. ## Each app on its own - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) - [ **TidyHQ** When your group needs to collect membership dues, communicate with everyone and keep track of your finances...](https://apiant.ai/connections/tidyhq) 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 TidyHQ - [ **HubSpot to TidyHQ** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidyhq) - [ **Salesforce to TidyHQ** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidyhq) - [ **Slack to TidyHQ** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidyhq) - [ **Google Sheets to TidyHQ** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidyhq) - [ **Gmail to TidyHQ** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidyhq) - [ **Google Calendar to TidyHQ** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidyhq) Questions ## Gong and TidyHQ, 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 TidyHQ when something happens in Gong? Any of TidyHQ's 19 actions, including Create Contact, Update Contact, Update Event and Update Event Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TidyHQ to Gong? Yes. When something happens in TidyHQ, your agent can act in Gong too. This page covers both directions: TidyHQ's triggers and Gong's actions are listed here as well. ### ### Do I have to build a connector for Gong or TidyHQ? 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 TidyHQ 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.