Create new ActiveTrail contacts from meeting transcripts
Capture new relationships before the details fade.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Why this helps
New contacts mentioned in calls often never make it into the marketing system.
- Capture contacts while context is available
- Reduce manual CRM entry
- Create a reliable contact backlog
Setup
Build it in a few focused steps.
- 1Connect Fireflies and ActiveTrail once in Notis.
- 2Create an automation that creates a contact when a transcript contains a new person with a valid email or phone number.
- 3Pick the transcription complete trigger.
- 4Choose a report channel and test with one transcript containing a new contact.
Questions about this workflow
What happens if only a name is available?
Notis can skip creation and report that a valid email or phone number was missing.
Are new contacts automatically assigned to a group?
This action creates the contact; ask Notis to use a separate group action when group assignment is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to ActiveTrail. A trigger fires from one place; an action lands in another.
Fireflies triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Fireflies and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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