Convert qualified Fireflies meetings into Dynamics365 leads
Leave every promising conversation with a ready-to-work lead in Dynamics365.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Potential buyers get mentioned in call notes, then disappear before anyone records or follows up.
- Captures buying intent while the conversation is fresh
- Adds useful meeting context for sales follow-up
- Reduces manual CRM data entry
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create a new automation and describe that qualified transcript participants should become Dynamics365 leads with evidence and a suggested next step.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose a report channel, then test with one real transcript.
Questions about this workflow
Will every meeting create a lead?
No. Tell Notis to create a lead only when the transcript shows a credible sales opportunity and include the evidence.
What if key lead details are missing?
Notis can leave unknown values out and call out the missing information in the run report.
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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