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Prepare sales tracking details on a schedule

Keep tracking details ready for opportunities that emerged from recent conversations.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Generate Sales Tracking Webhook URL

Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.

Why this helps

High intent opportunities can cool while the team searches for the right campaign token later.

  • Reduces last minute setup
  • Creates a review queue
  • Keeps campaign tracking ready

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Deadline Funnel in Notis once.
  • 2Create an automation named Scheduled sales tracking preparation.
  • 3Describe that Notis should review supplied recent call summaries, identify open high intent opportunities, and generate the matching Deadline Funnel sales tracking details for a report.
  • 4Pick a Notis recurring schedule and choose a report channel.
  • 5Run one scheduled test with recent opportunity notes.

Questions about this workflow

Does the schedule find transcripts automatically?

Provide the recent transcript or call summary context the schedule should review.

Does it record sales?

No. It prepares the sales tracking details for a later confirmed sale.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Fireflies to Deadline funnel. A trigger fires from one place; an action lands in another.

Fireflies triggers

Deadline funnel actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Email Link Redirect

Tool to redirect an email link to the correct before- or after-deadline URL for a subscriber. Use when processing clicks on Deadline Funnel email links. Returns the final destination URL after redirects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate Sales Tracking Webhook URL

Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.

ActionInstant

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.

TriggerPolling

Get Account ID

Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.

ActionInstant

List Campaigns

Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.

ActionInstant

Start Deadline via Custom Webhook

Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')

ActionInstant

Track Sale Webhook

Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.

ActionInstant

Connect any two apps with Notis in the middle.

Fireflies and Deadline funnel, 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 Deadline funnel.