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.
- When this happens...New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
- automatically do this...
Run Javascript code This is an advanced action! Uses the latest supported version of Node.
- then do this!Add Note to Entity
Adds a Note to an Entity.
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Action Item Completed
Triggers when an action item is completed.
Try ItAction Item Assigned to Me
Triggers when an action item is assigned to you.
Try ItNote Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Try ItStream IDRequired
Talking Point TextRequired
Talking Point Status
