Connect Fellow to JobTread

Both apps 32Fellow 12JobTread 20

• 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 action items

  Returns the Fellow action items you have access to, optionally narrowed by who they are assigned to, completion, archive status, AI detection, and created or updated dates.

• 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.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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