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Gong + Slack + Formatter by Zapier + ChatGPT + Vitally

Create a note in Vitally when a new Gong call is summarized by ChatGPT

When a new call comes into Gong, summarize the call with ChatGPT, add a note into Vitally, and notify your team in Slack. Simplify post call notes and follow-ups with a single workflow.

When a new call comes into Gong, summarize the call with ChatGPT, add a note into Vitally, and notify your team in Slack. Simplify post call notes and follow-ups with a single workflow.

  1. When this happens...
    GongGong
    New Call

    Triggers when a new call is processed.

    TriggerInstant
  2. automatically do this...
     logo logo
    ActionWrite
  3. then do this...
     logo logo
    ActionWrite
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  5. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  6. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  7. then do this...
    ChatGPTChatGPT
    Conversation With Assistant

    Sends a message to ChatGPT and generates a response, optionally storing the message history for a continuous conversation.

    ActionWrite
  8. then do this...
    SlackSlack
    Find User by Email

    Finds a user by matching against their email instead of their username.

    ActionSearch
  9. then do this...
    VitallyVitally
    Find a User

    Finds a user by id (vitally or external), name, or email

    ActionSearch
  10. then do this...
    VitallyVitally
    Find a Customer

    Finds a customer by id (vitally or external) or name

    ActionSearch
  11. then do this...
    VitallyVitally
    Find a Teammate

    Finds a Teammate by email

    ActionSearch
  12. then do this...
    VitallyVitally
    Create Note

    Creates a Note in Vitally

    ActionWrite
  13. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

    • Accessible Workspaces

    • Available Saved Searches

    Trigger
    Instant
    Try It
    • 1. 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.

    Action
    Write
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • 1. THE OBJECT THAT WAS SHARED - What's the name of the object?Required

    • 1. THE OBJECT THAT WAS SHARED - What's the ID of the object?Required

    • 1. THE OBJECT THAT WAS SHARED - What's the direct URL to view the object?Required

    • 1. THE OBJECT THAT WAS SHARED - How many dynamic properties do you have to display for the object?Required

    • 2. THE SHARING EVENT - What's the name of the event? (example: "Document Sent" or "Presentation Shared")

    • 2. THE SHARING EVENT - What's The ID Of The event?

    • 2. THE SHARING EVENT - What's The URL to view more info regarding the event?

    • 2. THE SHARING EVENT - How Many Dynamic Properties Do You Have To Display For The sharing event?Required

    • EmailRequired

    • Name

    • Email AddressesRequired

    • Delimiter

    • Sharing Message Subject

    • Sharing Message Body

    • GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.

    Action
    Write
    • 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.

    Action
    Write
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
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About Gong

Gong has helped thousands of sales pros have better sales conversations every day.
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slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories

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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

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About ChatGPT

ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations
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vitally logo

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.