Prepare customer context before you follow up
Have Notis retrieve Gong data for calls tied to Payhip customers on a recurring basis, then summarize what is useful to know.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve data for a specific call v2 calls id
Retrieve data for a specific call. when accessed through a bearer token authorization method, this endpoint requires the scope 'api:calls:read:basic'.
Why this helps
You may have to reconstruct a customer's history each time you return to a follow-up task.
- Start follow-up with relevant call context.
- Reduce repeated history gathering.
- Make customer handoffs easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect both Payhip and Gong to Notis once.
- 2Create the automation in Automations or ask Notis for it in plain language.
- 3Tell Notis in one instruction to retrieve relevant Gong call data for Payhip customers and provide a short follow-up briefing.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one customer who has a known Gong call.
Questions about this workflow
What does the Gong action retrieve?
It retrieves data for a specific Gong call when the relevant call identifier is available.
Can this replace a CRM?
No. It is a scheduled context-gathering workflow using connected Payhip and Gong information.
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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