Look up Gong CRM account context from Slack
Bring CRM entity details into a customer discussion without pausing to find the matching record in Gong.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Switching from an active Slack conversation to locate an account or deal record breaks momentum and makes context harder to hold.
- Connects customer questions to relevant CRM entities in Gong.
- Reduces manual searching for account and deal context.
- Helps you stay with the decision already underway.
Setup
Build it in a few focused steps.
- 1Connect Slack and Gong to Notis once through the portal.
- 2Create an automation or ask Notis to retrieve matching Gong CRM entity details when a Slack channel asks about an account, deal, or contact.
- 3Select Channel Message Received, choose a report channel, and test with one real customer record request.
Questions about this workflow
Does this update CRM records?
No. The action retrieves CRM entities and is read-only.
What should the Slack message identify?
Include the account, deal, or contact name and any useful CRM reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Gong. A trigger fires from one place; an action lands in another.
Slack 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'.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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'.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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'.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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'.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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'.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create a new gong meeting v2 meetings
When accessed through a bearer token authorization method, this endpoint requires the scope 'api:meetings:user:create'.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create permission profile v2 permission profile
Create a permission profile in a given workspace.
Connect any two apps with Notis in the middle.
Slack and Gong, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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