Keep sales call promises visible
Track what your team and prospects agreed to do next, with the wording and timing the conversation actually provided.
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
A promised follow-up can slip when it is mixed in with sales notes, questions, and open possibilities.
- Capture commitments made by either party.
- Preserve stated timing without inventing a due date.
- Make follow-through easier to check after a call.
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 add its name and prompt.
- 3Describe that Notis should create a record for each explicit commitment, including who made it and timing when stated.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real Avoma sales call.
Questions about this workflow
Does it include tentative ideas?
The prompt should capture commitments only when a participant clearly agrees to take an action.
Can it distinguish commitments by the prospect and by our team?
Yes, when the meeting information makes the speaker or responsible party clear.
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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