Create trial follow-up tasks from Fireflies calls
Keep every pilot requirement visible until the customer reaches a decision.
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 Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Pilot requirements and success criteria get scattered after the kickoff call.
- Captures stated success criteria
- Tracks customer inputs
- Keeps decision milestones visible
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Close in the Notis portal.
- 2Create a new automation and name it.
- 3Describe that Notis should extract explicit trial or pilot requirements, success criteria, and decision steps and create Close tasks for them.
- 4Pick the Fireflies Transcription Complete trigger and select a report channel.
- 5Test with one trial planning transcript.
Questions about this workflow
Can it record success criteria?
Yes, when the criteria are stated in the transcript.
Will it invent a trial end date?
No. It uses only an explicit date or leaves timing open.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Close. A trigger fires from one place; an action lands in another.
Fireflies triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
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 Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Fireflies and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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