Move opportunities forward with transcript evidence
Make pipeline updates reflect what was actually agreed in the room.
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 Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity stages and forecasts drift when call outcomes are not written back promptly.
- Improves pipeline accuracy
- Highlights deal risks early
- Preserves customer commitments
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Dynamics365 once in the Notis portal.
- 2Create an automation that matches each transcript to an opportunity and updates stage evidence, risks, stakeholders, and agreed next action.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose a report channel and test with one opportunity call.
Questions about this workflow
Can it update forecast values?
Only when the transcript contains a clear value and your instruction defines how to treat that evidence.
What if the conversation suggests a stalled deal?
Tell Notis to record the risk and recommend a review rather than forcing a stage change.
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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