Keep meeting decisions with the Salesforce record
Ask Notis to find the Salesforce record discussed in a completed Fireflies transcript and attach a focused note with decisions and 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
Important account and opportunity decisions are hard to find when they remain in a separate meeting transcript.
- Keep decisions close to the related Salesforce record.
- Make prior meeting context easier to retrieve during the next interaction.
- Avoid rewriting meeting summaries by hand.
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 summarize explicit decisions from completed transcripts and attach the note to the Salesforce record it can confidently identify.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one real transcript and confirm the note is attached to the intended record.
Questions about this workflow
Which Salesforce record will receive the note?
Ask Notis to use identifying context in the transcript. If it cannot confidently identify an existing record, it should report that instead of attaching the note to a guess.
Can I limit the note to decisions?
Yes. In your instruction, specify that the note should focus on decisions and omit general discussion or unrelated transcript details.
Does a transcript always identify a Salesforce record?
No. The transcript may not contain enough identifying information. Supply matching guidance in your instruction or review cases Notis flags as uncertain.
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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