Fireflies.ai + Fundwave

Fireflies.ai + Fundwave integrations

Add Fundwave notes for new Fireflies.ai meetings

Activate this template to add a Fireflies.ai meeting summary note in Fundwave. It gets recorded in the deal whose contact email matches the attendee's email.

When this happens...
New MeetingTriggers when a new meeting with transcripts is created.
TriggerInstant
automatically do this...
Find Pipeline in DealflowFind Pipeline in Dealflow by Name.
ActionSearch
then do this...
Find Deal in DealflowFind Deal in Dealflow by Name or by Contact Person email for a given Pipeline ID.
ActionSearch
then do this!
Add a New NoteAdds a New Note to a Deal.
ActionWrite

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More things you can do with Fireflies.ai and Fundwave

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

- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Trigger
Instant
Try It
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Meeting Title
- Date
- Host Email
- Participant Email
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Fund Name
  Required
- Currency Code
  Required
- Country Code
  Required
- Incorporation Date of the Fund Parnership (YYYY-MM-DD)
  Required
- Fund Initial Closing Date (YYYY-MM-DD)
  Required
- Fund Type
  Required
- Investor Account Type
  Required
- Chart Of Accounts
  Required
- Manager ID
- Source Fund ID
- Template COA ID
- Is New COA
Action
Write
- Text of the Asset Update
  Required
- Asset ID
- Asset Update Type ID
- Date of the Asset Update (format -> YYYY-MM-DDTHH:MM:SSZ)
- Is the Asset Update Significant?
Action
Write

- Asset Name
Action
Search
- Country Name or Code
Action
Search

- Pipeline ID
- Deal Name or Contact Person Email
Action
Search
- Manager Name
Action
Search
- Pipeline ID
  Required
- Source Name
Action
Search
- SubSector Name
Action
Search

- Audio URL Link
  Required
- Title
  Required
- Participant Name
- Participant Email
- Participant Phone
Action
Write
- Meeting Id
  Required
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Deal Name
  Required
- Pipeline ID
  Required
- Description
- Stage (ID)
- Contact Person Name
- Contact Person Email
- Contact Person Mobile No
- How much you are raising
- Sector ID
- Sub Sector ID
- Source (ID)
Action
Write
- Note Content
  Required
- Pipeline ID
  Required
- Deal ID
  Required
Action
Write
- Asset ID
- Asset Name
  Required
- Currency Code
  Required
- Country Code
  Required
- Sub Sector ID
  Required
- Fund ID
  Required
Action
Write
- Asset Update Type Name
Action
Search
- Currency Name or Code
Action
Search
- Fund Name
Action
Search
- Pipeline ID
  Required
- Sector Name
Action
Search
- Pipeline ID
  Required
- Stage Name
Action
Search
- Pipeline Name
Action
Search

About Fireflies.ai

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

HelpHelp

Related categories

Transcription

About Fundwave

Fundwave helps you run your operations for a Venture Capital or Private Equity fund.

HelpHelp

Related categories

Accounting