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Capsule CRM + Fireflies.ai

Add notes to Capsule CRM contacts for new meetings in Fireflies.ai

Any time a new meeting is created in Fireflies.ai, this Zap automatically finds or creates a contact in Capsule CRM and adds a note to their record. This allows you to track and manage details for your contacts without stopping for manual updates.

When this happens...
New MeetingTriggers when a new meeting with transcripts and summary is created.
TriggerInstant
automatically do this!
Add Note to EntityAdds a Note to an Entity.
ActionWrite

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More things you can do with Fireflies.ai and Capsule CRM

Discover other triggers and actions you can use with Fireflies.ai and Capsule CRM

- Select AI Skill
  Required
Trigger
Instant
Try It
- Unique Upload ID
- Title
  Required
- Audio URL Link
  Required
- Video URL
- Participant Name
- Participant Email
- Participant Phone
Action
Write
- Meeting ID
  Required
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It

- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write

- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write

- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
- Apply Config when
- Operator
- Keyword
Trigger
Instant
Try It
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
- Meeting Title
- Host Email
- Participant Email
- Start Date
- End Date
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Summary Format
Action
Search
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

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.

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About Fireflies.ai

Automatic notes from every meeting. Fireflies dials into your call to take notes. Automate actions by setting custom commands and alerts.

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Related categories

Transcription