Add new companies to Dynamics365 from meeting transcripts
Keep your account list aligned with the companies your team is actually meeting.
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
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New organizations get discussed repeatedly before anyone creates the account record your team needs.
- Keeps company records aligned with conversations
- Adds context about why the account matters
- Prevents delayed account setup
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create an automation that identifies genuinely new organizations in each transcript, checks for an existing account, and creates one with context.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose a report channel and test with a transcript involving a new company.
Questions about this workflow
How does it decide whether an account is new?
Tell Notis to compare the company name against the Dynamics365 records it can retrieve and report uncertain matches.
Can it create accounts for vendors too?
Yes. Specify which relationship types should qualify, such as prospects, customers, or partners.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dynamics365. A trigger fires from one place; an action lands in another.
Fireflies triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Fireflies and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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