Livespace + tl;dv + Formatter by Zapier + Filter by Zapier

Add notes to Livespace persons with new TL;DV meetings

This Zap transfers TL;DV meeting notes automatically into Livespace as CRM notes. It eliminates manual copy-paste and keeps meeting insights linked to the right contact. Your CRM stays up to date effortlessly after every meeting.

When this happens...
Recording Added
Triggers when a new recording is created.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Add Person Note
Adds a note to existing person.
ActionWrite

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Supported triggers and actions

- Note tags
Trigger
Instant
Try It
Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
Try It
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Only continue if...Required
Action
Filter

New Person
Triggers when a new person is added.
Trigger
Polling
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Polling
Try It

- Task typeRequired
Trigger
Polling
Try It
- Company IDRequired
- NoteRequired
- Tags
Action
Write
- Deal IDRequired
- Cost IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal IDRequired
- Product IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person IDRequired
- NoteRequired
- Tags
Action
Write
- Company
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal nameRequired
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write

Recording Added
Triggers when a new recording is created.
Trigger
Instant
Try It
- Recording nameRequired
- Recording file or recording download URLRequired
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Company
Triggers when a new company is added.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is added.
Trigger
Polling
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Polling
Try It
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write
- Deal IDRequired
- NoteRequired
- Tags
Action
Write
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Task nameRequired
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- DealRequired
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company nameRequired
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write

About Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

Learn more

Related categories

AI Meeting Assistants

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Livespace + tl;dv + Formatter by Zapier + Filter by Zapier

Add notes to Livespace persons with new TL;DV meetings

Note Added

Transcript Added

Date / Time

Text

Only continue if...

New Person

Change in Deal Stage

New Task

Add Company Note

Add Deal Cost

Add Deal Product

Add Person Note

Edit Company

Edit Person

Find a Company

Find a Person

Search or Create Deal

Recording Added

Upload Recording

Numbers

Utilities

New Company

New Deal

Change in Deal Status

Create Company

Create Deal

Add Deal Note

Create Person

Create Task

Edit Deal

API Request (Beta)

Find a Deal

Search or Create Company

Search or Create Person

About Livespace

Related categories

Similar apps

Zapier Interfaces

About tl;dv

Related categories

About Formatter by Zapier

Related categories

About Filter by Zapier

Related categories