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Review contacts for the weekly compliance plan

Keep the next compliance conversations visible before the week gets busy.

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

Teams lose time when weekly compliance outreach starts with a blank contact search.

  • Create a dependable weekly contact review
  • Make supplied filters reusable
  • Reduce last-minute outreach preparation

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Amcards in Notis once.
  • 2Create an automation for weekly contact readiness.
  • 3Tell Notis to retrieve Amcards contacts using the filters and 21risk priorities you provide, then summarize the results.
  • 4Pick the notis_cron schedule and timezone.
  • 5Choose where reports go, then test with one real weekly run.

Questions about this workflow

Can I set a contact limit?

Yes. Include the desired limit, skip value, and supported filters in the instruction.

Will it send outreach?

No. The listed action retrieves contacts only.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

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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No card. Works with personal or business Amcards.