Keep deal obstacles visible between calls
Record what is holding a deal back and the context that explains it, so the next conversation starts with the right focus.
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
Deal risks can surface in conversation and then get buried in call notes before anyone plans a response.
- Capture obstacles that participants actually stated.
- Preserve relevant context from the conversation.
- Make subsequent deal reviews more focused.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to record explicit deal obstacles with concise supporting context and no guessed status.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one Avoma deal call that includes a stated obstacle.
Questions about this workflow
Does this update a CRM deal stage?
No. This workflow creates an Airtable record from the meeting information.
Can it identify the deal if the call lacks a deal name?
It should use an identifier only when one is present in the information you send.
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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