Connect Fireflies and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Fireflies and BoardCRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new meeting with transcripts is created
Do thisActions
Action is the task that follows automatically within your Fireflies integrations.
Upload Audio
Creates a new meeting in Fireflies to be stored, transcribed, and shared.
Find Meeting by ID
Finds a specific user meeting/transcript
Find Meeting by Call Details
Searches a Meeting based on provided parameters.
Find Recent Meeting
Gets the most recent user meeting
Find all Meeting
Find all Meeting
Add Comment
Add a comment to a specified deal in BoardCrm.
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Frequently Asked Questions
To start, connect both your Fireflies and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Fireflies data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fireflies and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fireflies and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Fireflies
Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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