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Gong + Slack + Webhooks by Zapier + 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...
    Webhooks by ZapierWebhooks by Zapier
    Custom Request

    Fire off a custom request by providing raw details. Very flexible but unforgiving.

    ActionWrite
  3. then do this...
    Webhooks by ZapierWebhooks by Zapier
    Custom Request

    Fire off a custom request by providing raw details. Very flexible but unforgiving.

    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

What does this mean?
    • 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
    • URLRequired

    • Key

    • Deduplication Key

    • Xpath

    • Basic Auth

    • Headers

    Trigger
    Scheduled
    Try It
    • Pick off a Child Key

    Trigger
    Instant
    Try It
    • 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
  • Webhooks by Zapier triggers, actions, and search

    Catch Raw Hook

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Trigger
    Instant
    Try It
    • MethodRequired

    • URLRequired

    • Data Pass-Through?

    • Data

    • Unflatten

    • Basic Auth

    • Headers

    Action
    Write
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gong logo

About Gong

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

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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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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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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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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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About Vitally

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

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