Keep customer goals and concerns in view
Capture what customers say they want to achieve and what is getting in the way, with context for your next check-in.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Customer goals and warning signs are difficult to track when each conversation is reviewed in isolation.
- Keep customer stated goals and concerns visible.
- Retain evidence and context from each conversation.
- Support more prepared customer check-ins.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis to create a record for explicit customer goals, concerns, or positive signals, keeping each category clear.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real Avoma customer meeting.
Questions about this workflow
Does it calculate customer health?
No health score should be inferred unless you provide a defined scoring method and required evidence.
Can it include positive feedback?
Yes. The instruction can capture clearly stated positive signals separately from concerns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Airtable. A trigger fires from one place; an action lands in another.
Avoma triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Avoma and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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