Find stale risk related leads
Replace scattered reminders with a scheduled list of leads that have gone quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Leads tied to compliance work can stall while nobody owns the next touch.
- Highlights inactive leads
- Creates a focused daily or weekly queue
- Prevents silent drop-off
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create a scheduled automation with your stale lead criteria in the prompt.
- 3Tell Notis to list Callingly leads matching the supplied inactivity window and flag those connected to 21risk work.
- 4Pick the notis_cron trigger and choose where reports go.
- 5Test against one real date range.
Questions about this workflow
Can the inactivity window vary?
Yes. State the desired window, such as no activity for fourteen days, in the prompt.
Does it automatically call the leads?
No. It reports the stale leads unless you create a separate calling 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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