Create Google Docs documents from templates for new Gong calls
Automate your workflow effectively with this Gong and Google Docs integration. Whenever there’s a new call on Gong, this setup promptly generates a document from a specified template in Google Docs. It's an ideal solution for maintaining comprehensive call records or summaries, freeing up more of your time for other crucial tasks.
Automate your workflow effectively with this Gong and Google Docs integration. Whenever there’s a new call on Gong, this setup promptly generates a document from a specified template in Google Docs. It's an ideal solution for maintaining comprehensive call records or summaries, freeing up more of your time for other crucial tasks.
- When this happens...New Call
Triggers when a new call is processed.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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Accessible Workspaces
Available Saved Searches
Try It1. THE OBJECT THAT WAS VIEWED - What's The Name Of The Object?Required
1. THE OBJECT THAT WAS VIEWED - What's The ID Of The Object?Required
1. THE OBJECT THAT WAS VIEWED - What's The Direct URL To View The Object?Required
1. THE OBJECT THAT WAS VIEWED - How Many Dynamic Properties Do You Have To Display For The Object?Required
2. THE VIEWING EVENT - What's The Name Of The Event? (example: "Document Viewed" or "Presentation Viewed")
2. THE VIEWING EVENT - What's The ID Of The Event?
2. THE VIEWING EVENT - What's The URL To View More Info Regarding The Event?
2. THE VIEWING EVENT - How Many Dynamic Properties Do You Have To Display For The Sharing Event?Required
EmailRequired
Name
GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
1. THE OBJECT THAT WAS ENGAGED - What's The Name Of The Object?
1. THE OBJECT THAT WAS ENGAGED - What's The ID Of The Object?
1. THE OBJECT THAT WAS ENGAGED - What's The Direct URL To View The Object?
1. THE OBJECT THAT WAS ENGAGED - How Many Dynamic Properties Do You Have To Display For The Object?Required
2. THE CUSTOM ACTION EVENT - What's The Name Of The Event? (example: "Contract Signed" Or "Presentation Downloaded")Required
2. THE CUSTOM ACTION EVENT - What's The ID Of The Event?
2. THE CUSTOM ACTION EVENT - What's The URL To View More Info Regarding The Event?
2. THE CUSTOM ACTION EVENT - How Many Dynamic Properties Do You Have To Display For The Event?Required
EmailRequired
Name
GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)