Keep stakeholder context close to the deal
Have Notis capture who was involved in a meeting and what role they described, then attach that context to the relevant 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
Stakeholder details get lost between meetings, making it harder to know who is involved in a buying decision.
- Preserve named participants and roles stated in conversation.
- Make decision context easier to review before the next meeting.
- Keep observations tied to the relevant Salesforce record.
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 named participants and roles they state, and attach the note only to a confidently matched Salesforce record.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one transcript where participants describe their roles and check the note.
Questions about this workflow
Can it infer the decision maker?
It should report roles stated in the conversation. If you want a decision-maker assessment, define the evidence to use and ask Notis to label conclusions as interpretations.
Will every attendee appear in the note?
You can ask Notis to include only people relevant to the buying or implementation decision.
Does this create Salesforce contact records?
This workflow creates a note. If you need new contacts, use a separate contact creation workflow and define how to identify them.
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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