Save Fireflies meeting summaries to AgencyZoom leads
Keep every client conversation attached to the right lead without manual copy and paste.
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 lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important meeting context gets buried in transcripts, leaving sales and service teams to reconstruct conversations later.
- Preserves decisions and objections on the lead record
- Reduces duplicate note taking
- Gives the next owner clear context
Setup
Build it in a few focused steps.
- 1Connect Fireflies and AgencyZoom in Notis once.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to summarize each completed transcript and add the summary as a note on the matching lead.
- 4Pick the Fireflies Transcription Complete trigger and choose a report channel.
- 5Test with one real transcript and confirm the note appears on the intended lead.
Questions about this workflow
How does Notis find the right lead?
Your instruction can tell Notis which transcript details to use for matching; if no reliable identifier is present, Notis should flag the item for review.
Can the note include action items?
Yes. Ask Notis to include decisions, objections, owners, and next steps in the note.
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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