Capture meeting commitments as HubSpot deals
When a call turns into a concrete opportunity, have Notis record it in HubSpot so the next step is easier to find.
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 batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
A promising call can end with a verbal commitment that never makes it into the sales pipeline.
- Keep explicit opportunities visible in the pipeline
- Reduce delay between a call and CRM updates
- Preserve stated next steps alongside deal records
Setup
Build it in a few focused steps.
- 1Connect Fireflies and HubSpot once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create a HubSpot deal only when the transcript states a specific opportunity and next step, and to use a valid existing pipeline and stage if specified.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one real transcript and verify the deal details and pipeline in HubSpot.
Questions about this workflow
Does this decide a deal stage automatically?
Notis can use a stage stated in the transcript or supplied in your instruction. The requested stage and pipeline must exist in your HubSpot account.
What if the transcript has no deal value?
Tell Notis to omit unknown values or skip creating a deal when required details are missing. Review the test result before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Hubspot. A trigger fires from one place; an action lands in another.
Fireflies triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Fireflies and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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