Connect Fellow to Surefire Local Platform

Both apps 27Fellow 12Surefire Local Platform 15

• 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
  Add backlink

  Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.

• Action
  Add client

  Creates a new client in Surefire Local with its business contact details and enabled services.

• Action
  Add group

  Creates a new group in Surefire from an existing client, recording the user who created it.

• Action
  Add message

  Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.

• Action
  Add order

  Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.

• Action
  Create Lead

  Creates a lead (customer contact) for a client location in Surefire Local.

• Action
  Get message

  Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.

• Action
  List backlinks

  Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.

• Action
  List groups

  Returns the client groups in the account, optionally filtered by national client or group client.

• Action
  List orders

  Returns the orders placed for a client.

• Action
  List tags

  Returns all tags defined for a Surefire location.

• Action
  List users

  Returns the list of active users, optionally filtered to one client.

• Action
  List Yext reviews

  Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.

• Action
  Update client

  Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.

• Action
  Update message

  Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.

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