Keep Dynamics365 contacts current after every meeting
Turn introductions into clean contact records before details fade.
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 Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Names, roles, and contact context stay buried in transcripts and are hard to recover later.
- Preserves who attended and why they matter
- Creates a consistent contact capture habit
- Shortens post-meeting admin
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create an automation that extracts confirmed people from each transcript and creates Dynamics365 contacts with role and relationship notes.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose where reports go and test with one transcript containing a new contact.
Questions about this workflow
Can Notis avoid duplicate contacts?
Tell Notis to check the returned Dynamics365 data for an existing matching contact before creating one.
Does this infer email addresses?
No. It should use only details present in the transcript or mark the email as missing.
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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