Match partner enablement calls to client records
Keep partner training work attached to the right organization.
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 Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Partner names and enablement needs are often disconnected from the client records used for training operations.
- Connect partner conversations to organizations
- Reduce duplicate account research
- Give enablement owners actionable context
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Coassemble in the Notis portal.
- 2Create a partner enablement account match automation.
- 3Tell Notis to identify partner organizations and retrieve matching Coassemble clients from each transcript.
- 4Choose the Transcription Complete trigger and report destination.
- 5Test with a partner enablement call.
Questions about this workflow
Can it match multiple organizations?
Yes. It can return several candidate client records when a transcript covers more than one organization.
Does it enroll the partner?
No. This workflow only retrieves client records for planning.
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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No card. Works with personal or business Coassemble.