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Notis

List Callingly leads from Fireflies transcripts

Turn meeting mentions into a usable lead shortlist.

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 Leads

Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.

Why this helps

Potential leads mentioned in meetings can remain untracked when nobody searches the lead database afterward.

  • Surfaces leads mentioned in conversations
  • Creates a reviewable shortlist
  • Prevents promising names from being forgotten

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Callingly once.
  • 2Create a Notis automation and describe the lead-list outcome.
  • 3Tell Notis to extract lead identifiers from each completed transcript and list matching Callingly leads.
  • 4Choose the Fireflies transcription trigger and where reports should be delivered.
  • 5Test with a transcript containing a prospect name or phone number.

Questions about this workflow

What if there is no exact match?

Notis can report the search terms and indicate that no matching lead was found.

Can it search by phone number?

Yes. Callingly lead listing supports filters such as phone number when that detail is available.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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