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Notis

Make sure important calls have a next step

A recurring review can bring unresolved call outcomes back into the ForceManager activity before they quietly drop out of view.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Unresolved conversations can vanish from attention when there is no clear signal to revisit them.

  • Bring unresolved call outcomes back into view.
  • Record a concrete next step when the call supports one.
  • Reduce the mental effort of tracking loose ends.

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 matching activities only when follow-up is clearly needed.
  • 3Choose a recurring weekly trigger and select a channel for run reports.
  • 4Test with one real unresolved call and verify the activity receives useful context.

Questions about this workflow

How should the workflow identify an unresolved conversation?

Describe the call outcome or missing commitment that should count as requiring follow-up.

Will every unanswered question create an activity update?

The available action updates an existing activity. The prompt should focus on clear, useful follow-up context for a matching activity.

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.

TriggerScheduled

Delete Activity

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

ActionInstant

Delete Contact

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Delete View

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

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.

ActionInstant

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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