Keep customer call history current in AgencyZoom
Make the latest conversation available to anyone serving the customer.
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 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.
Why this helps
Service context gets lost when customer calls remain separate from the customer record.
- Creates a shared customer history
- Supports smoother handoffs
- Cuts repetitive documentation
Setup
Build it in a few focused steps.
- 1Connect Fireflies and AgencyZoom in Notis.
- 2Create an automation and describe the note format you want.
- 3Tell Notis to summarize the call and add a dated note to the matching customer, using only confirmed details.
- 4Select the Fireflies transcription trigger and choose where reports go.
- 5Test with one customer call transcript.
Questions about this workflow
Can the note include sensitive details?
Define what should be excluded in your prompt and ask Notis to flag anything that needs manual handling.
What if no customer match is found?
Ask Notis to report the transcript without creating a customer 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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