Close the week with clear sales next steps
Finish the week with call outcomes connected to the activities they belong to, so Monday starts with fewer loose ends.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Activity
Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
Why this helps
Unrecorded next steps make it harder to restart sales work after a weekend or a full schedule.
- Make clear follow-up easier to pick up at the start of the week.
- Reduce loose ends left in call history.
- Keep next steps attached to the right activity.
Setup
Build it in a few focused steps.
- 1Connect Vapi and ForceManager to Notis once in the portal.
- 2Create an automation prompt to review available recent call outcomes and update matching activities when a clear next step is missing.
- 3Choose a recurring weekly trigger for Friday and a channel for run reports.
- 4Test with one recent call that has a clear next step.
Questions about this workflow
Does this run on a specific day automatically?
Select the recurring schedule you want, such as a Friday run, when configuring the trigger.
What should Notis do when an activity already has a next step?
Tell Notis to leave activities unchanged when the existing context already records the commitment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Vapi to Forcemanager. A trigger fires from one place; an action lands in another.
Vapi triggers
Forcemanager actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Activity
Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
Delete Contact
Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Delete Sales Order
Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.
Delete Sales Order Line
Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.
Delete Master Data Value
Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.
Delete View
Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Get Activity
Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.
Connect any two apps with Notis in the middle.
Vapi and Forcemanager, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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