Call leads about urgent risk audit findings
Move a critical audit finding from 21risk to a live Callingly follow-up call before it gets forgotten.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Audit findings can sit unread while owners lose track of the next conversation.
- Creates a call record from an audit issue
- Keeps remediation conversations moving
- Reduces manual handoffs between compliance and sales
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create an automation in Automations using a clear name and prompt.
- 3Tell Notis to create a Callingly outbound call for each incoming urgent 21risk finding, using the supplied lead and call details.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real audit finding and review the run report.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts it.
Can Notis decide which findings are urgent?
Yes, if your webhook payload or instruction provides the urgency rule; otherwise supply that rule in the prompt.
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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