Refresh lead qualification after every call
Give your pipeline the latest evidence without another CRM cleanup session.
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
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead notes become stale as objections, timing, and next steps change across calls.
- Keeps qualification evidence current
- Makes objections visible to the team
- Reduces duplicate note taking
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create an automation that matches the transcript to a Dynamics365 lead and updates qualification evidence, objections, and next action.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose where reports go and test with one transcript tied to an existing lead.
Questions about this workflow
Can it change lead status?
Yes, if you define the evidence required for each status and tell Notis to update only when that evidence is present.
How are uncertain matches handled?
Tell Notis to report possible matches for review instead of making a speculative update.
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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