Upload recorded sales calls for key new leads

When a new lead is created in Upsales, automatically upload relevant audio or video to Fireflies.ai to prepare automated transcripts and call insights.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Upsales Explore Upsales →

Triggers

New contact or lead

Fires when a new contact or lead is added to Upsales.

Contact updated

Fires when a field on a contact changes in Upsales.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Upsales.

Deal won

Fires when a deal is marked won in Upsales.

Actions

Create or update contact

Creates or updates a contact in Upsales.

Create deal

Creates a new deal in Upsales.

Update record stage

Moves a deal or record to a new stage in Upsales.

Log activity

Logs a call, email, or note against a record in Upsales.

Fireflies.ai Explore Fireflies.ai →

Triggers

New meeting recorded

Fires when a new meeting is recorded in Fireflies.ai.

New AI summary generated

Fires when an AI-generated summary is ready in Fireflies.ai.

New transcript ready

Fires when a meeting transcript is ready in Fireflies.ai.

New action item captured

Fires when a new action item is captured from a meeting in Fireflies.ai.

Actions

Upload audio or video

Uploads an audio or video file to Fireflies.ai for transcription.

Log call notes to CRM deal records When a new AI summary is generated in Fireflies.ai, automatically log the meeting activity under the corresponding lead record in Upsales. See details

Update deal stages based on meeting outcomes When new follow-up tasks are captured in Fireflies.ai, automatically update the deal stage in Upsales to reflect sales progress. See details

See all Upsales + Fireflies.ai integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Upload recorded sales calls for key new leads” between Upsales and Fireflies.ai?

Yes — describe it in the box above and Knit's Integrations Agent researches Upsales and Fireflies.ai's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Fireflies.ai with Upsales help sales teams?

Integrating Fireflies.ai with Upsales eliminates manual note-taking and CRM data entry by logging meeting summaries and follow-ups directly into client records right after calls finish.

Will meeting notes automatically associate with existing contacts?

Yes, when an AI summary or meeting transcript is produced in Fireflies.ai, it automatically creates or updates contact records and logs sales activity in Upsales.