Create client groups from approved meeting data
Give newly confirmed clients a ready group structure.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Why this helps
Client group setup is often delayed after a meeting because it is treated as cleanup.
- Standardizes client organization
- Speeds handoff from review to setup
- Prevents forgotten group creation
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dialmycalls in Notis once.
- 2Create an automation named Create client groups.
- 3Tell Notis to create a Dialmycalls group from the approved client name when no matching group exists.
- 4Choose a Notis webhook trigger.
- 5Select reports and test with one approved client payload.
Questions about this workflow
How are duplicates avoided?
Notis can check existing group names before creating one.
Can naming rules be included?
Yes, state your preferred naming pattern in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dialmycalls. A trigger fires from one place; an action lands in another.
Fireflies triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
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.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
Fireflies and Dialmycalls, 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 Dialmycalls.