Bring customer and deal context into your review
Have Notis retrieve Gong CRM entities during a recurring Payhip customer review so account, deal, and contact context is easier to consider.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get crm objects v2 crm entities
Retrieves crm entities from the gong platform. this endpoint allows users to fetch various crm objects such as accounts, deals, and contacts that have been integrated with gong's revenue intelligence system. it provides a way to access and utilize crm data within the context of gong's conversation analysis and insights. use this endpoint when you need to synchronize crm data with gong or when you want to retrieve the latest crm entity information for analysis or reporting purposes. the endpoint does not modify any data and is intended for read-only operations. note that the specific fields and structure of the returned entities may vary based on the crm system integrated with gong.
Why this helps
Customer details can be split across store records and Gong's connected CRM context, making prep feel fragmented.
- Gather current Gong CRM context for review.
- Reduce repeated account and contact lookups.
- Prepare customer conversations with less switching.
Setup
Build it in a few focused steps.
- 1Connect Payhip and Gong to Notis in the portal.
- 2Create an automation or ask Notis to set one up conversationally.
- 3In one instruction, ask Notis to retrieve Gong CRM entities relevant to Payhip customers and summarize the context for your review.
- 4Choose a recurring schedule and run-report channel.
- 5Test with a customer represented in Gong's connected CRM.
Questions about this workflow
What CRM data can this retrieve?
The Gong action retrieves CRM entities such as accounts, deals, and contacts available through Gong's CRM integration.
Does it change CRM records?
No. The action is read-only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Payhip to Gong. A trigger fires from one place; an action lands in another.
Payhip triggers
Gong actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add call media v2 calls id media
Adds a call media, recorded by a telephony system (pbx) or other media recording facility. gong accepts call recordings in various audio and video file formats, including wav, mp3, mp4, mkv and flac. if uploading a dual-channel (stereo) file separated by speaker, make sure to specify which channel correspondsto the company team member (rep) in the parties/mediachannelid parameter of the add new call operation. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:calls:create'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add new call v2 calls
When using this endpoint, either provide a downloadmediaurl or use the returned callid in a follow-up request to /v2/calls/{id}/media to upload the media file. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:calls:create'.
Aggregate activity by period via api
Lists the aggregated activity of multiple users within the gong system for each time period within the defined date range. this endpoint returns multiple records, one for each user. for each user there are items for every time period in the date range, including statistics about the user's activity. records are returned only for users with activity in the range. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:stats:user-actions'.
Aggregate user activity statistics
Lists the activity of multiple users within the gong system during a defined period. given the period, this endpoint returns multiple records, one for each user, with an applicable activity during the period. each record includes statistics about the user's activity. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:stats:user-actions'.
Assign prospects to flow
Use this endpoint to assign a number of prospects to a flow. prospects can be contacts or leads in your crm. generate a list of comma separated crm ids of the prospects you want to add to a flow. the flowinstanceowneremail parameter is the email address of the gong user who set up the flow instance and owns the flow to-dos. you can assign up to 200 prospects to a flow in a single request. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:flows:write'.
Create activity scorecards report
Retrieve all the answers for the scorecards that were reviewed during a specified date range, for calls that took place during a specified date range, for specific scorecards or for specific reviewed users. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:stats:scorecards'.
Create a new gong meeting v2 meetings
When accessed through a bearer token authorization method, this endpoint requires the scope 'api:meetings:user:create'.
Create permission profile v2 permission profile
Create a permission profile in a given workspace.
Connect any two apps with Notis in the middle.
Payhip and Gong, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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