Keep company records current with Vapi call insights
Move useful, confirmed company context from Vapi conversations into the ForceManager company record without a separate note-taking pass.
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
Company records drift when founders hear useful updates on calls but do not have time to revisit the CRM afterward.
- Preserve confirmed company context in the CRM.
- Avoid reopening calls just to copy details.
- Keep company records useful for the next conversation.
Setup
Build it in a few focused steps.
- 1Connect Vapi and ForceManager to Notis once in the portal.
- 2Create an automation in the portal with a prompt to update the matching company from verified details in an incoming Vapi call payload.
- 3Choose an incoming webhook trigger and the channel for run reports.
- 4Test with one real call containing a confirmed company update and review the record.
Questions about this workflow
Will Notis update a company from every call?
The prompt can tell Notis to update only when the incoming call information includes a relevant, verified change.
What if the company cannot be matched?
Include instructions in the prompt to avoid updating an uncertain match and report the issue through the selected channel.
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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Get Activity
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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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