Surface the Capsule projects discussed on calls
See the right project context without hunting through the CRM.
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 Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Why this helps
Project names mentioned in calls are hard to connect to the correct Capsule case afterward.
- Recover project context quickly
- Reduce wrong-record updates
- Give follow-up a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Capsule CRM in Notis once.
- 2Create an automation named Surface projects mentioned on calls.
- 3Tell Notis to list matching Capsule projects for clearly named projects or cases in the transcript and summarize the matches.
- 4Pick the Fireflies Transcription Complete trigger.
- 5Choose a report channel and test with one transcript.
Questions about this workflow
Does it update projects?
No. This workflow lists matching projects and summarizes them for review.
Can it handle several projects?
Yes. It can return separate matches when the transcript names multiple projects.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
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.
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.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
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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