Review Callingly clients mentioned in meetings
Keep client context attached to every 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
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Client references in meeting notes are easy to miss when the client directory requires a separate search.
- Finds the referenced client quickly
- Supports account-specific follow-up
- Reduces directory searches
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Callingly in Notis.
- 2Create an automation describing client lookup from transcripts.
- 3Tell Notis to extract client names or identifiers from completed transcripts and list matching Callingly clients.
- 4Select the Fireflies trigger and a report channel.
- 5Test with a transcript containing an existing client reference.
Questions about this workflow
Can it handle a new client name?
Yes. It can report that no matching Callingly client exists for review.
Does it create a client?
No. This workflow only lists matching clients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Callingly. A trigger fires from one place; an action lands in another.
Fireflies triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
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.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Fireflies and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Callingly.