Connect Fireflies and Clientary to Build Intelligent Automations
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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
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
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
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Fireflies and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Fireflies data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Fireflies and Clientary 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 Clientary. 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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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