Create a monthly compliance contact baseline
Keep your core contact context ready for each monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Why this helps
Monthly compliance planning drifts when the contact segment is rebuilt differently every time.
- Make contact review consistent month to month
- Preserve the segment definition in plain language
- Reduce repeated setup work
Setup
Build it in a few focused steps.
- 1Connect 21risk and Amcards in Notis once.
- 2Create an automation for the monthly contact baseline.
- 3Tell Notis to retrieve Amcards contacts using the segment filters you provide and summarize the results for 21risk planning.
- 4Pick the notis_cron schedule and timezone.
- 5Choose where reports go, then test with one real run.
Questions about this workflow
Which segment should I use?
Specify the names, email clues, limits, skips, or supported filters that define your planning segment.
Does it save a new segment in Amcards?
No. It retrieves and summarizes the requested contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Amcards. A trigger fires from one place; an action lands in another.
21risk triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Connect any two apps with Notis in the middle.
21risk and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Amcards.