Fireflies.ai + Wealthbox CRM
Create notes in Wealthbox CRM for new meetings in Fireflies.ai
Schedule new meetings in the Fireflies.ai app and this automation will take care of notes creation in Wealthbox CRM, providing you with a seamless data transfer. This workflow streamlines your process by generating a note in Wealthbox CRM whenever there's a new meeting in your Fireflies.ai schedule. Benefit from reduced manual entry and the peace of mind that every meeting detail is recorded where it's most useful.
Schedule new meetings in the Fireflies.ai app and this automation will take care of notes creation in Wealthbox CRM, providing you with a seamless data transfer. This workflow streamlines your process by generating a note in Wealthbox CRM whenever there's a new meeting in your Fireflies.ai schedule. Benefit from reduced manual entry and the peace of mind that every meeting detail is recorded where it's most useful.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Note
Creates a new note.
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
New Contact
Triggers when a new contact is created.
Try It
Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
New Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try It
