Keep company context fresh with a monthly review
A monthly pass can help bring confirmed company changes from recent Vapi conversations into the ForceManager record without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Company
Update Company
Why this helps
Useful account details get stale when updates are scattered across conversations and no one has time for a CRM cleanup.
- Catch confirmed changes that were not entered right away.
- Keep company records more dependable for future conversations.
- Reduce the need for ad hoc CRM cleanup.
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 context and update company records only for confirmed, clearly matched changes.
- 3Choose a recurring monthly trigger and the channel for run reports.
- 4Test with one company whose recent call contains a confirmed update.
Questions about this workflow
Will this overwrite existing company details automatically?
The prompt should tell Notis to update only the relevant detail when the call confirms a change.
Does the schedule include Vapi call history automatically?
The workflow uses call information available to Notis through the configured setup.
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.
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Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
Delete Contact
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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
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Delete Master Data Value
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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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