Review Clientary invoices mentioned in meetings
Get the billing facts you need from Clientary as soon as an invoice question appears in a transcript.
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 Invoice
Tool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
Why this helps
Answering invoice questions means hunting through notes and billing records separately.
- Resolve invoice questions faster
- Return current invoice details to the report
- Reduce context switching during follow-up
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named Invoice question review.
- 3Tell Notis to identify any specific invoice discussed in the transcript, retrieve its Clientary details, and summarize status, total, payments, and balance for the report.
- 4Choose the Fireflies Transcription Complete trigger and a report channel.
- 5Test with one meeting that mentions an invoice.
Questions about this workflow
What if the transcript has no invoice identifier?
Notis can report that it could not safely identify a specific invoice.
Does this send anything to the client?
No. It retrieves details and reports them unless you create a separate sending workflow.
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
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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.
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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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