Review calls for unresolved risk follow-up
Start each week with a focused view of calls that may affect open 21risk work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Important call context is scattered across call history and compliance tasks.
- Surfaces missed follow-ups
- Creates a repeatable review rhythm
- Gives founders a short action list
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create a scheduled automation with the review outcome in its prompt.
- 3Tell Notis to list recent Callingly calls and summarize any follow-up relevant to current 21risk work.
- 4Pick the notis_cron trigger and choose the cadence.
- 5Test with one real weekly period and review the report.
Questions about this workflow
Does this change any records?
No. It retrieves calls and returns a review report unless you add a separate action.
What history is reviewed?
Define the lookback period in the automation prompt, such as the previous seven days.
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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