Connect Fireflies and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Fireflies and Wealthsimple
Enable Integrations or automations with these events of Fireflies and Wealthsimple
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Fireflies data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Fireflies and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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