Send Clientary invoice messages after calls
Finish the billing follow-up agreed in a call without opening another tool or rewriting the email.
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
Send Invoice Message
Tool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to yourself or attach a PDF.
Why this helps
Invoice sending decisions are easy to forget after a busy client conversation.
- Send agreed invoice follow-up promptly
- Reuse the wording decided in the call
- Keep a report of what was sent
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named Invoice follow-up from call.
- 3Tell Notis to send the matching Clientary invoice message only when the transcript clearly authorizes sending, using the stated recipients, subject, message, and attachment preference.
- 4Choose the Fireflies Transcription Complete trigger and a report channel.
- 5Test with one billing call where sending is explicitly requested.
Questions about this workflow
Will it send an invoice when the call only discusses it?
No. Require an explicit decision or request to send before taking the action.
Can it attach the invoice PDF?
Yes, if the instruction requests the PDF and the Clientary action supports that option.
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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