Bring new meeting contacts into Salesforce
Ask Notis to recognize when a completed transcript introduces a new person and create a Salesforce contact from the information the meeting provides.
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 in salesforce with the specified information.
Why this helps
Contact details shared during a meeting often stay in notes instead of becoming useful Salesforce records.
- Keep newly introduced people findable in Salesforce.
- Use names and details provided in the transcript.
- Spend less time copying meeting information into CRM.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create contacts only for clearly identified new people and use supported details, reporting missing required information.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one real transcript that introduces a new contact and inspect the result.
Questions about this workflow
Does this automatically link a contact to an account?
Ask Notis to associate the contact only when the transcript provides a clear account match. Otherwise, it should report that the account association needs review.
What if the transcript only gives a person's name?
The name may not be enough to create a complete record. Instruct Notis to flag missing required information rather than filling it in.
Will it make contacts for every speaker?
You can instruct Notis to create contacts only for people who are explicitly identified as new business contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Salesforce. A trigger fires from one place; an action lands in another.
Fireflies triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Fireflies and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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