Keep contract review steps on track
Let Notis turn agreed legal and procurement next steps from a completed meeting into Salesforce tasks with clear context.
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 task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Contract reviews stall when the next owner or requested document is buried in meeting notes.
- Make agreed review actions visible after the call.
- Capture requested documents or approvals when stated.
- Reduce the risk of a handoff disappearing between teams.
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 tasks only for explicit contract, legal, or procurement follow-ups and include stated context.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one transcript containing an agreed review action and verify its details.
Questions about this workflow
Will it assign a task to legal automatically?
The transcript and listed action do not guarantee that a Salesforce user can be matched to a team. Ask Notis to use an owner only when clearly identified or report that assignment is needed.
Can it create tasks for contract risks?
This workflow is for explicit follow-up actions. You can define which review steps qualify in your instruction.
What if a due date was not discussed?
Ask Notis to use only stated deadlines and leave timing unspecified when the meeting did not establish one.
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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