Keep renewal conversations moving after the call
Put the next renewal action where the account work already happens, so a promising conversation does not become another thing to remember.
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
Renewal follow-up can slip when the conversation outcome stays in Vapi while the sales activity remains unchanged.
- Keep renewal commitments visible with the sales activity.
- Make the next customer touchpoint easier to resume.
- Reduce manual recap work after renewal calls.
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 ForceManager activity with an agreed renewal next step from the incoming Vapi call outcome.
- 3Choose an incoming webhook trigger and a channel for run reports.
- 4Test with one real renewal call that ends with a clear next step.
Questions about this workflow
Will this create a renewal activity?
The available action updates an existing activity. The prompt should identify the related activity to update.
What if there is no agreed next step?
Tell Notis to leave the activity unchanged when the call does not establish a clear follow-up.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Forcemanager.