Identify the client behind a call
Resolve account context before the follow-up work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Call recordings often arrive without reliable account context, slowing every downstream training task.
- Resolve client identity from conversation clues
- Reduce manual account searching
- Prepare cleaner training follow-ups
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Coassemble in Notis.
- 2Create a client call account webhook automation.
- 3Tell Notis to analyze the supplied transcript context and retrieve likely Coassemble clients.
- 4Choose a Notis webhook trigger and report destination.
- 5Test with one call payload containing client clues.
Questions about this workflow
What if several clients look similar?
Notis can return candidate records with the clues used for each match.
Can it update the client record?
No. The action retrieves client records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Coassemble. A trigger fires from one place; an action lands in another.
Fireflies triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
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.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Fireflies and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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