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Automation & utilitiesExecute WorkflowGongIfManual TriggerSalesforce

Get Gong Transcript and Call Details

Configured with Execute Workflow, Gong, Salesforce, Schedule Trigger, and additional nodes. Review the connections and setup before adapting this template.

Workflow preview
TriggerWhen clicking ‘Testworkflow’Manual TriggerRoutingCheck if PrimaryOpportunity Contains…IfRoutingCheck if OpportunityStage is Meeting Booked…IfTransformFormat call intocorrect JSON ObjectEdit FieldsSubworkflowPass to Gong CallPreprocessorExecute WorkflowIntegrationGet Gong CallGongTransformSort by dateSortIntegrationGet all customSalesforce Gong ObjectsSalesforceTriggerRun HourlySchedule Trigger

Node categories in this workflow

  • Trigger
  • Routing
  • Transform
  • Subworkflow
  • Integration

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
When clicking ‘Test workflow’TriggerManual TriggerSee node parameters
Check if Primary Opportunity Contains ValueRoutingIfSee node parameters
Check if Opportunity Stage is Meeting Booked or DiscoveryRoutingIfSee node parameters
Format call into correct JSON ObjectTransformEdit FieldsSee node parameters
Pass to Gong Call PreprocessorSubworkflowExecute WorkflowSee node parameters
Get Gong CallIntegrationGongget
Sort by dateTransformSortSee node parameters
Get all custom Salesforce Gong ObjectsIntegrationSalesforcecustomObject / getAll
Run HourlyTriggerSchedule TriggerSee node parameters

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • gongApi
  • salesforceOAuth2Api

Workflow notes

CallForge

CallForge

CallForge allows you to extract important information for different departments from your Sales Gong Calls.

Salesforce Trigger

This workflow triggers the AI agent to run, processing calls every hour. It uses the Gong/Salesforce integration to look for new conversation objects in Salesforce which indicate that a new recording has synced to Salesforce. This allows us to filter calls based on internal milestones and metrics ensuring only calls that meet a certain criteria are processed.

Get Gong Transcript and Call Details

Get Gong Transcript and Call Details

The transcript is to pass into the AI prompt, but needs to be transformed first. The Call details provide the Prompt with metadata.

Get Gong Transcript and Call Details

Get Gong Transcript and Call Details

Purpose and structure

This folder contains the Get Gong Transcript and Call Details workflow. Its executable nodes use executeWorkflow, gong, if, manualTrigger, salesforce, scheduleTrigger, set, sort. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When clicking ‘Test workflow’, Run Hourly

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Schedule/0758_Schedule_Manual_Monitor_Scheduled.json MIT; preserve source notices.

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