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  • How do I create a Google Doc from a Gong Call when there is an occurrence of certain words or phrases?
Best answer

How do I create a Google Doc from a Gong Call when there is an occurrence of certain words or phrases?

  • 7 April 2022
  • 4 replies
  • 185 views
A
  • Anonymous
  • 0 replies

Source System:  Gong

Source Data: Call Transcript

Trigger: Certain Phrases or Words

Action: Send Transcript Snippet with the Phrases or Words 

Destination System: Google Docs

 

I need to be able to search a Gong call for the occurance of certain words or phrases and when there is a match, a Google doc is created.

I have bounced between Gong and Zapier and I can’t find an example that works for me nor can I find information on the Zapier web site that doesn’t send me in circles.  

 

  1. Gong and Zapier are connected
  2. That’s as far as I got…..

 

Any assistance appreciated!

 

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Best answer by jesse 7 June 2022, 00:36

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @dgann 

Good question.

Perhaps a Filter step is what you are looking for: https://zapier.com/apps/filter/help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

Hi Troy:

 

Thanks for your swift reply.  Unfortunately, the link you provided does not help me.  I’m really lost without an official manual on Zapier.  Zapier’s business model of Customer hunting for answers is troublesome…no wonder there are hundreds of 3rd parties who must fill in the support gaps.

 

Troy Tessalone
Userlevel 7
Badge +14

Hi @dgann 

You won’t find exact guides as every automation is different depending on use case requirements.

 

Try these Zap steps:

  1. Trigger: Gong - New Call
  2. Action: Filter
  3. Action: GDoc - Create Doc from Template
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
jesse
Userlevel 7
Badge +9

Hey there! I’d love to expand a bit on this workflow for anyone following along. Troy is correct in that we don’t have in-depth guides for connecting specific apps together (we support over 5,000 apps and counting) so the # of workflow combinations is infinite. That said, utilizing our app directory is going to be the best way to find resources relating to the app or combiantion of apps you’re needing to connect. For example, this page is dedicated to connecting Gong and Google Docs: https://zapier.com/apps/gong/integrations/google-docs.

Looking at the available Triggers and Actions, Troy’s suggestions for the steps needed are accurate:

Try these Zap steps:

  1. Trigger: Gong - New Call
  2. Action: Filter
  3. Action: GDoc - Create Doc from Template

The Filter step is what is going to allow you to only continue to create the doc when specific words/phrases exist in Gong. You can find more information on how to set up Filters, here: https://zapier.com/apps/filter/help

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