Keep customer referrals from getting lost
When a customer names someone they are referring, have Notis capture the contact details and context in Salesforce.
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 contact
Creates a new contact in salesforce with the specified information.
Why this helps
A warm referral can lose momentum when a name shared in a meeting never becomes a usable contact record.
- Capture referred people while the connection is fresh.
- Preserve who made the referral and why, when stated.
- Reduce manual contact entry after a customer call.
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 contacts only for explicit referrals, use details stated in the transcript, and report missing required information.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with a transcript that names a referred person and review the contact and context.
Questions about this workflow
Will it create a contact from a name alone?
A name alone may not meet Salesforce's required fields. Ask Notis to report missing details rather than guess.
Can it record who made the referral?
Yes, if the referrer is stated. Ask Notis to include that context in the contact information or an appropriate note if available.
Will it attach the contact to an account?
Only when the transcript or available Salesforce information supports a confident account match. Instruct Notis to flag uncertain associations.
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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