Connect Fireflies and Wealthfront to Build Intelligent Automations
Enable Integrations or automations with these events of Fireflies and Wealthfront
Enable Integrations or automations with these events of Fireflies and Wealthfront
Triggers
New Meeting
Triggers when a new meeting with transcripts is created
Actions
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
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Frequently Asked Questions
To start, connect both your Fireflies and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Fireflies data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Fireflies and Wealthfront 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 Wealthfront. 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.
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About Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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