Gong + Slack + Formatter by Zapier + ChatGPT (OpenAI) + Vitally + Webhooks by Zapier

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 this happens...
New CallTriggers when a new call is processed.
TriggerInstant
automatically do this...
ActionWrite
then do this...
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Conversation With Assistant (Legacy)Sends a message to ChatGPT and generates a response, optionally storing the message history for a continuous conversation. Powered by Assistants API.
ActionWrite
then do this...
Find User by EmailFinds a user by matching against their email instead of their username.
ActionSearch
then do this...
Find a UserFinds a user by id (vitally or external), name, or email
ActionSearch
then do this...
Find a CustomerFinds a customer by id (vitally or external) or name
ActionSearch
then do this...
Find a TeammateFinds a Teammate by email
ActionSearch
then do this...
Create NoteCreates a Note in Vitally
ActionWrite
then do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Discover other triggers and actions you can use with Gong, Formatter by Zapier, and more

- 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
- Email
  Required
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Message
- Images
  Required
- Max Tokens
Action
Write

- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
Action
Write
- User Message
  Required
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write

- Text to Be Classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Text to embed
  Required
- Model
- Dimensions
- Encoding format
Action
Write
- File
  Required
- Prompt
- Response Format
- Timestamp Granularity
- Language of the Audio
- Temperature
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Prompt
  Required
- Model
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Video
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search
List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
Try It
List Custom Objects
Triggers when Custom Objects are listed.
Trigger
Polling
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Indicator
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally.
Trigger
Instant
Try It
List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
Try It
List Projects
Triggers when Projects are listed.
Trigger
Polling
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally.
Trigger
Instant
Try It
- Segment
Trigger
Instant
Try It
Task Completed
Triggers when a Task is marked complete in Vitally.
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- Response ID
Action
Write
- Customer
  Required
- Segment
  Required
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Custom Object Instance
  Required
Action
Write
- Project
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or 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
- Email
  Required
- Name
- Email Addresses
  Required
- 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
- Email
  Required
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Moderation Model
  Required
- Text to be classified
- Images to Moderate
Action
Write
- Model
  Required
- User Message
  Required
- Instructions
- Info_2
- Use Prompt Template
- Images
- File_clarification
- Files
- Max Tokens
- Tool Choice
- Parallel Tool Calls
- Max Tool Calls
- Tools
- Response Format
- Advanced_warning
- Memory Key
- Prompt Cache Key
- Safety Identifier
- Metadata
Action
Write
- Image
  Required
- Mask
- Prompt
  Required
- Model
- Number of images
- Image size
- File type
- End user ID
Action
Write
- Prompt
  Required
- Model
- Duration (seconds)
- Resolution
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
  Required
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Text
  Required
- Voice
  Required
- Response_format
- Speed
Action
Write
- Recipient Name
  Required
- Recipient Email
  Required
- From Name
  Required
- Email Prompt
  Required
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Conversation ID
  Required
Action
Search
- Response ID
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search
Customer Created
Triggers when a new Customer is created in Vitally.
Trigger
Instant
Try It
- Custom Object
  Required
Trigger
Polling
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally.
Trigger
Instant
Try It
Organization Created
Triggers when a new Organization is created in Vitally.
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally.
Trigger
Instant
Try It
List Project Statuses
Triggers when Project Statuses are listed.
Trigger
Polling
Try It
- Segment
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in Vitally.
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Organization
  Required
- Traits
Action
Write
- User
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write

About Gong

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

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CRM (Customer Relationship Management)

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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.

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Team Chat

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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.

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Documents

Zapier

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

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Related categories

AI Assistants

About Vitally

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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Premium

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Related Zap Templates

Summarize Gong calls using OpenAI