Capsule CRM + Fellow + Code by Zapier

Add Fellow meeting transcripts to Capsule CRM contacts

This handy Zap template helps to automatically add your Fellow meeting transcript to the history of the corresponding Capsule CRM contact. If the contact doesn't already exist in Capsule CRM, Zapier will create it for you.

This handy Zap template helps to automatically add your Fellow meeting transcript to the history of the corresponding Capsule CRM contact. If the contact doesn't already exist in Capsule CRM, Zapier will create it for you.

  1. When this happens...
    FellowFellow
    New AI Note

    Triggers every time an AI Note is generated or re-generated, including uploads

    TriggerInstant
  2. automatically do this...
    Code by ZapierCode by Zapier

    Run Javascript code This is an advanced action! Uses the latest supported version of Node.

    ActionWrite
  3. then do this!
    Capsule CRMCapsule CRM
    Add Note to Entity

    Adds a Note to an Entity.

    ActionWrite
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Supported triggers and actions

  • Fellow triggers, actions, and search

    AI Note Shared to Channel

    Triggers when an AI Note is shared to a channel, either manually or automatically

    Trigger
    Instant
    Try It
  • Fellow triggers, actions, and search

    New AI Note

    Triggers every time an AI Note is generated or re-generated, including uploads

    Trigger
    Instant
    Try It
    • Search FieldRequired

    • Search ValueRequired

    Action
    Write
    • Note IDRequired

    Action
    Write
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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fellow logo

About Fellow

Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.
Learn more

Related categories

  • AI Meeting Assistants
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About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.
Learn more

Related categories

  • Developer Tools
  • Zapier