Fetch Clientary client context after calls
Give every follow-up the client context it needs without reopening old records.
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 Client
Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
Why this helps
Post-call work slows down when client details are spread between transcripts and Clientary.
- Start follow-up with current account details
- Reduce repeated client searches
- Provide consistent context in reports
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named Client context after meeting.
- 3Tell Notis to identify the client in the completed transcript, retrieve the matching Clientary record, and summarize relevant contact, description, and account details for the report.
- 4Choose the Fireflies Transcription Complete trigger and a report channel.
- 5Test with one existing client meeting.
Questions about this workflow
What if no matching client exists?
Notis can report that the client record was not found for manual review.
Can it create the client too?
Use a separate client creation workflow when the transcript confirms a new engagement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Clientary. A trigger fires from one place; an action lands in another.
Fireflies triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
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 Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Fireflies and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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