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Add new meeting contacts from Fireflies to Capsule CRM

Finish a meeting with clean contact records already waiting in Capsule.

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 Capsule CRM Party

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

Why this helps

Important names and contact details stay buried in transcripts, so follow up starts with data entry.

  • Capture people and organisations while context is fresh
  • Avoid duplicate manual entry after calls
  • Keep contact creation tied to the source transcript

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Capsule CRM in Notis once.
  • 2Create an automation named Add new meeting contacts to Capsule CRM.
  • 3Tell Notis to create a Capsule party only for a person or organisation not already present, using details explicitly stated in the transcript.
  • 4Pick the Fireflies Transcription Complete trigger.
  • 5Choose a report channel, then test with one completed transcript.

Questions about this workflow

Will it create duplicates?

Tell Notis to check existing Capsule parties first and create only genuinely new records.

What if the transcript lacks an email?

Notis can create the party with available details and leave unstated fields empty.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Fireflies to Capsule crm. A trigger fires from one place; an action lands in another.

Fireflies triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Party

Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.

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

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

ActionInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

ActionInstant

List Organisation Employees

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

ActionInstant

List Parties

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Connect any two apps with Notis in the middle.

Fireflies and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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