Capsule CRM + Fellow + Code by Zapier

Add Fellow meeting transcripts to Capsule CRM contacts

This handy Zap template helps to automatically add your Fellow meeting transcript to the history of the corresponding Capsule CRM contact. If the contact doesn't already exist in Capsule CRM, Zapier will create it for you.

When this happens...
New AI NoteTriggers every time an AI Note is generated or re-generated, including uploads
TriggerInstant
automatically do this...
Run Javascript code This is an advanced action! Uses the latest supported version of Node.
ActionWrite
then do this!
Add Note to EntityAdds a Note to an Entity.
ActionWrite

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Discover other triggers and actions you can use with Fellow, Code by Zapier, and more

Action Item Completed
Triggers when an action item is completed.
Trigger
Instant
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Action Item Assigned to Me
Triggers when an action item is assigned to you.
Trigger
Instant
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Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Trigger
Instant
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- Stream ID
  Required
- Talking Point Text
  Required
- Talking Point Status
Action
Write
- Zap_id
- Zap_step_id
- Code
  Required
Trigger
Polling
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- Zap_id
- Zap_step_id
- Input Data
- Code
  Required
Action
Write
- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write

AI Note Shared to Channel
Triggers when an AI Note is shared to a channel, either manually or automatically
Trigger
Instant
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New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
Trigger
Instant
Try It
- Search Field
  Required
- Search Value
  Required
Action
Write
- Note ID
  Required
Action
Write
- Zap_id
- Zap_step_id
- Code
  Required
Trigger
Polling
Try It
- Zap_id
- Zap_step_id
- Input Data
- Code
  Required
Action
Write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About Fellow

Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.

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AI Meeting Assistants

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

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Create action items in Fellow for new or updated opportunities in Capsule CRM

Related Zap Templates

Create action items in Fellow for new or updated opportunities in Capsule CRM