Capture business leads from Fireflies meetings
Get company context into AgencyZoom before the next sales conversation.
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 business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
B2B discovery information is often scattered across transcripts, email, and memory.
- Centralizes company and contact context
- Reduces manual CRM entry
- Improves handoff to producers
Setup
Build it in a few focused steps.
- 1Connect Fireflies and AgencyZoom in Notis.
- 2Create an automation and name the outcome.
- 3Tell Notis to extract only confirmed company, contact, need, and timing details and create or update a business lead.
- 4Choose the Fireflies transcription trigger and report destination.
- 5Test with one business discovery transcript.
Questions about this workflow
What if company information is incomplete?
Instruct Notis to leave unknown values blank and report what is missing for review.
Can it update an existing business lead?
Yes. Ask Notis to match on reliable identifiers before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Agencyzoom. A trigger fires from one place; an action lands in another.
Fireflies triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
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.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Fireflies and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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