Keep the risk calling roster current
Start roster reviews with a clear list of agents and the changes that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Agent rosters drift as people join, leave, or change responsibilities.
- Finds stale agents
- Supports access reviews
- Reduces manual roster checks
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create a recurring automation for agent roster review.
- 3Tell Notis to list Callingly agents and compare the roster with the current 21risk responsibilities you provide.
- 4Pick the notis_cron trigger and choose a report channel.
- 5Test with one real roster snapshot.
Questions about this workflow
Can it identify leavers?
Yes, if you provide the current 21risk roster or leaver information for comparison.
Does it delete agents?
No. Deletion requires a separate action and explicit workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Callingly. A trigger fires from one place; an action lands in another.
21risk triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
21risk and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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