Bring confirmed renewal plans into the pipeline
Define what constitutes a confirmed renewal plan, then have Notis create a Salesforce opportunity when a completed transcript meets that bar.
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
Renewal plans discussed with customers can remain outside pipeline reporting if no one creates the opportunity after the call.
- Keep confirmed renewal work visible in the pipeline.
- Use meeting evidence to capture renewal context.
- Reduce manual opportunity entry after customer conversations.
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 the evidence for a confirmed renewal and ask Notis to create an opportunity with transcript-supported details, reporting missing required information.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one transcript containing a confirmed renewal plan and review the opportunity fields.
Questions about this workflow
What details are required to create an opportunity?
Salesforce requires opportunity details such as a name, stage, and close date. A transcript may not contain them all, so supply rules or ask Notis to flag missing information.
Does renewal discussion alone qualify?
That is up to your qualification rule. Define the evidence needed, such as explicit intent to renew or an agreed renewal process.
Can it find an existing renewal opportunity?
Ask Notis to check Salesforce for a likely match before creating one, and report ambiguous matches for review.
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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