Keep customer feedback with account history
Have Notis capture direct customer feedback from a completed transcript and place it on the Salesforce record your team uses for 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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer feedback gets lost when it is recorded in meeting transcripts that account teams do not revisit.
- Keep customer language and context easy to find.
- Make recurring feedback easier to review across conversations.
- Reduce manual copying from transcripts 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, specify which feedback to capture and ask Notis to attach a concise, accurate note to the matching Salesforce record.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with a real transcript containing direct feedback and check the note for accuracy.
Questions about this workflow
Can it group feedback into themes?
You can ask Notis to summarize feedback under themes you name, while preserving specific customer statements as context.
Will it decide how important feedback is?
Notis can apply criteria you provide, but the transcript alone may not show broader customer impact. Ask it to distinguish stated facts from interpretation.
Where does it save the note?
The note should be attached to the related Salesforce record when that record can be identified confidently from available context.
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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