Screen meeting prospects against Ascora customers
Know whether a new conversation belongs to an existing account.
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
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Duplicate customer records begin when meeting notes are not checked against the customer database.
- Reduces duplicate records
- Shows existing account context
- Improves sales handoffs
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Ascora in Notis once.
- 2Create an automation that extracts prospect names and company details from completed transcripts and retrieves matching Ascora customers.
- 3Pick the Fireflies Transcription Complete trigger.
- 4Choose where screening reports should go.
- 5Test with a prospect meeting transcript.
Questions about this workflow
Does it create a customer if none is found?
No. It reports that no match was found so you can decide the next step.
Can it compare company and contact names?
Yes, the prompt can use the names and details present in the transcript.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Ascora. A trigger fires from one place; an action lands in another.
Fireflies triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
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.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Fireflies and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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