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Review verification budget for quarterly risk planning

Make quarterly planning decisions with current verification account data.

Trigger

Recurring schedule

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

Action

Get User Information

Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.

Why this helps

Long planning cycles hide credit usage until the next operational crunch.

  • Fits credit review into quarterly planning
  • Shows allocation and usage clearly
  • Supports realistic verification forecasts

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Callerapi once in the Notis portal.
  • 2Create an automation telling Notis to retrieve Callerapi user information and summarize the account for quarterly 21risk planning.
  • 3Pick a quarterly Notis cron trigger and choose the run report destination.
  • 4Test with one real quarterly review.

Questions about this workflow

Can it forecast future credits?

Only if you provide a forecast method or expected workload; the action returns current account details.

Does this run phone checks?

No. It uses the Callerapi user information action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Callerapi. A trigger fires from one place; an action lands in another.

21risk triggers

Callerapi actions

Recurring trigger

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

TriggerScheduled

Get Phone Number Information

Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).

ActionInstant

Webhook trigger

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

TriggerInstant

Get User Information

Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Callerapi, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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