Keep company changes from slipping through the cracks
When a contact confirms a meaningful company change, Notis can carry that detail from the Vapi call into the relevant ForceManager company record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Company
Update Company
Why this helps
A new location, changed business focus, or other company detail can disappear if nobody transfers it from a call into the CRM.
- Keep relevant company details current.
- Reduce repeated questions caused by stale CRM context.
- Capture updates while the conversation is still fresh.
Setup
Build it in a few focused steps.
- 1Connect Vapi and ForceManager to Notis once in the portal.
- 2Create an automation prompt to update the matching company for confirmed company changes in incoming Vapi payloads.
- 3Choose an incoming webhook trigger and select a channel for run reports.
- 4Test with one real call containing a confirmed company change.
Questions about this workflow
What kinds of changes should the prompt include?
Describe the company changes that matter to your sales process, such as a confirmed change in location or business focus.
What if the caller's statement is uncertain?
Instruct Notis to leave the record unchanged when the information is tentative or the company match is unclear.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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