Keep a weekly customer conversation digest in AgencyZoom
Give your team one concise view of customer conversations from the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Customer context is hard to review when it is spread across many individual transcripts.
- Makes weekly account review faster
- Highlights risks and commitments
- Improves shared customer awareness
Setup
Build it in a few focused steps.
- 1Connect Fireflies and AgencyZoom in Notis once.
- 2Create a recurring automation with a prompt for the weekly digest.
- 3Tell Notis to group supplied customer transcript summaries by matching customer and add one concise note per customer.
- 4Choose a Notis cron trigger and report destination.
- 5Run one test period and confirm the digest notes.
Questions about this workflow
Can the digest include risks?
Yes. Ask Notis to include open concerns, commitments, and escalation signals stated in the summaries.
What if a customer cannot be matched?
Have Notis place unmatched items in the report for manual review instead of writing to an unknown 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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