Connect Fellow and Financial Cents

Both apps 28Fellow 11Financial Cents 17

• Trigger
  New recording

  Triggers when a new meeting recording is created in Fellow.

• Action
  Add Talking Point

  Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.

• Action
  Archive action item

  Archives a Fellow action item by marking it as won't do, and returns the updated action item.

• Action
  Complete Action Item

  Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.

• Action
  Delete note

  Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.

• Action
  Delete recording

  Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.

• Action
  Get action item

  Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.

• Action
  Get AI Note

  Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.

• Action
  Get recording

  Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.

• Action
  List notes

  Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.

• Action
  List recordings

  Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.

• Trigger
  New Client

  Triggers when a new client is added in Financial Cents.

• Trigger
  New Contact

  Triggers when a new contact is added to a client in Financial Cents.

• Trigger
  New project

  Triggers when a new project is created in Financial Cents.

• Action
  Create Client

  Creates a new client in Financial Cents, optionally with a primary contact person.

• Action
  Create Contact

  Creates a contact person under a client in Financial Cents and returns the new contact.

• Action
  Create Project

  Creates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.

• Action
  Delete client

  Deletes a client from Financial Cents.

• Action
  Delete contact

  Deletes a contact from Financial Cents.

• Action
  Find Client

  Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.

• Action
  Find Contact

  Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.

• Action
  Find projects

  Finds projects whose title matches the search text, returning the matching projects and the first match's id.

• Action
  Find Template

  Finds project templates whose title matches the text you give.

• Action
  Find users

  Finds users on your Financial Cents team whose details match the search terms.

• Action
  Get client

  Returns a single client by its id, including the client's contacts.

• Action
  Get contact

  Returns a single contact by its id, including its name, email and associated clients.

• Action
  Update client

  Renames an existing client in Financial Cents and returns the updated client record.

• Action
  Update Contact

  Updates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.