Create Clientary leads from Fireflies transcripts
Stop copying prospect details out of call notes. Notis can identify qualified opportunities in completed Fireflies transcripts and add them to Clientary.
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 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.
Why this helps
Promising prospects stay buried in transcripts, so follow-up starts late or gets missed.
- Capture qualified prospects while context is fresh
- Keep the transcript summary with the lead
- Reduce manual CRM entry after calls
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named New meeting to Clientary lead.
- 3Tell Notis to create a Clientary lead only when a completed transcript shows a qualified opportunity, including the company, contact details, need, and next step.
- 4Choose the Fireflies Transcription Complete trigger and select a report channel.
- 5Test it with one completed sales call.
Questions about this workflow
What happens when a transcript is not a qualified opportunity?
Notis can skip lead creation and report that no qualified opportunity was found.
Can the lead include meeting context?
Yes. Ask Notis to include the concise transcript summary, stated need, and agreed next step in the lead details.
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.
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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.
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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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