Audit contacts for quarterly compliance planning
Keep quarterly planning anchored to a known contact segment.
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
Contact assumptions go stale when quarterly reviews do not revisit the underlying list.
- Revisit contact assumptions on a fixed cadence
- Keep segment criteria explicit
- Give planners a concise source list
Setup
Build it in a few focused steps.
- 1Connect 21risk and Amcards in Notis once.
- 2Create an automation for the quarterly contact audit.
- 3Tell Notis to retrieve the Amcards contact segment defined by your filters and summarize it for the quarterly 21risk review.
- 4Pick the notis_cron schedule and timezone.
- 5Choose where reports go, then test with one real run.
Questions about this workflow
What defines the audited segment?
Your instruction defines it with supported names, email clues, limit, skip, or filters.
Does this remove stale contacts?
No. It only retrieves and summarizes the selected 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Amcards.