Smartnotation and Salesflare
How to connect Smartnotation
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Meeting Minutes (New Meeting) in Smartnotation, create meeting, then create call in Salesflare.
- When new Note, Action or Decision in Smartnotation, create internal note in Salesflare.
About Smartnotation
Smartnotation is an easy to use, voice enabled meeting minutes solution.
Smartnotation operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Meeting Minutes (New Meeting) — Triggers when a new meeting minutes document is created.
- New Note, Action or Decision — Triggers when a new note, action or decision is added to your Smartnotation minutes. You can define if it triggers on new notes, actions, decisions or all of them. Either assigned to you or to anyone.
Actions (5)
Things Salesflare can make it do
- Create New Agenda Item — Creates a new agenda item linked to a meeting.
- Create New Meeting Minute — Creates a new meeting minute where you can store notes, actions and decisions.
- Create New Program — Creates a new program.
- Create New Project — Creates a new project.
- Create Note, Action or Decision — Creates a new note action or decision.
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