Give the next sales conversation useful context
Record the buyer's concern where the sales activity already lives, so the next conversation can start with context instead of guesswork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Important objections are easy to forget or misremember when sales context is spread across calls and CRM notes.
- Keep buyer concerns attached to the relevant activity.
- Help prepare a thoughtful response for the next conversation.
- Avoid relying on a vague memory of the call.
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 related activity with a concise, factual buyer objection from each relevant incoming Vapi payload.
- 3Choose an incoming webhook as the trigger and a channel for run reports.
- 4Test with a real call that includes an objection and inspect the resulting activity.
Questions about this workflow
Should the full transcript be copied?
The prompt can ask Notis to record a short, useful summary rather than the full conversation.
Can the workflow avoid adding notes without an objection?
Yes. Instruct Notis to update the activity only when the payload contains a clear buyer objection.
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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