Capture qualified opportunities from sales calls
Set a clear qualification rule in your instruction and let Notis create Salesforce opportunities when completed meeting transcripts meet it.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Potential deals can go untracked when qualification details emerge in a call but no one creates the opportunity afterward.
- Act on sales signals while the conversation is fresh.
- Use transcript-supported details to describe the opportunity.
- Reduce the chance that qualified work remains outside the pipeline.
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, state the sales signals that qualify and ask Notis to create an opportunity using only supported details.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one real transcript that meets your qualification rule and review the opportunity.
Questions about this workflow
What counts as qualified?
You define the signals in your instruction, such as an explicit buying need or agreed next step. The transcript does not provide a universal qualification threshold.
Will Notis invent missing opportunity details?
Your instruction should tell Notis to use only information supported by the transcript and to report when required Salesforce details are missing.
How should duplicate opportunities be handled?
Include a duplicate check instruction based on information available in Salesforce. Review uncertain matches before relying on automatic creation.
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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