Turn customer call issues into Dynamics365 cases
Make sure every reported problem has an ownerable record.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support issues raised on calls are easy to miss when they remain in meeting summaries or chat threads.
- Reduces dropped support requests
- Gives teams a shared issue summary
- Preserves customer wording and urgency
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create an automation that identifies customer-reported issues and creates a Dynamics365 case with the problem, impact, evidence, and suggested priority.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose a report channel and test with one support call transcript.
Questions about this workflow
What counts as a support issue?
Define the issue types you want Notis to recognize in the instruction, such as bugs, access problems, or billing complaints.
Can it create a case for every complaint?
Only if your instruction says so. You can require clear customer impact or an unresolved request.
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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