Check who covers a risk team before handoff
Know who is actually assigned before passing a time sensitive risk conversation onward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Team Users
Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.
Why this helps
Handoffs fail when the expected team has no available or assigned users.
- Verifies current ownership
- Catches empty teams
- Improves handoff confidence
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create an automation for team membership checks.
- 3Tell Notis to list users on the Callingly team id supplied by 21risk and summarize whether coverage is sufficient for the handoff.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real team id.
Questions about this workflow
What does sufficient coverage mean?
Define the expected user count, roles, or availability in the automation prompt.
Does it change team membership?
No. It only retrieves and evaluates the current list.
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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