Keep expansion interest visible in Salesforce
When a customer expresses clear interest in a new product or use case, have Notis preserve the signal and context on the Salesforce record.
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
Expansion opportunities can be missed when interest comes up informally during a call and is never documented.
- Preserve explicit customer interest for account planning.
- Capture the use case or product discussed when stated.
- Give account teams context for a relevant follow-up.
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, define what counts as explicit expansion interest and ask Notis to attach a concise note to the matched Salesforce record.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with a transcript containing a clear expression of interest and inspect the note.
Questions about this workflow
Does a product question count as buying interest?
Not necessarily. Define the evidence that qualifies, such as a stated need or request for pricing, and ask Notis to skip general curiosity.
Will it create an opportunity automatically?
This workflow creates a note. The note can preserve the signal for a person to review before deciding whether to create an opportunity.
Can it include customer timing?
Yes, when timing is stated in the transcript. Ask Notis not to infer a target date.
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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