Tag contacts from meeting handoffs
Keep segmentation current at the moment a conversation changes it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add tags to a contact
Tool to add tags to a contact. use when you need to assign tag ids or tag names to an existing contact by msisdn. set create missing contact=true to auto-create the contact if it does not exist.
Why this helps
Important customer signals get buried between the meeting and the next CRM update.
- Updates segmentation quickly
- Uses explicit meeting context
- Keeps tagging rules consistent
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dripcel in Notis once.
- 2Create an automation named Meeting segment tag.
- 3Tell Notis to read the webhook meeting context, confirm the approved segment, and add the matching tag to the Dripcel contact.
- 4Choose a Notis webhook trigger and select a report channel.
- 5Test with one real handoff.
Questions about this workflow
Can it create a missing contact?
The Dripcel tag action supports creating a missing contact when instructed, but use that only when the payload is reliable.
Can it apply multiple tags?
Yes, when the meeting context clearly supports each tag.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dripcel. A trigger fires from one place; an action lands in another.
Fireflies triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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When this happens · Trigger
Do this · Action
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