Schedule customer follow-up for open risk actions
Keep customer facing risk actions moving with planned calls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Widget Call or Schedule
Tool to initiate or schedule a call via widget. use when you need to call immediately or schedule at the first available timeslot through a widget.
Why this helps
Open actions that need a conversation can sit untouched between review cycles.
- Keep customer actions moving
- Reduce follow-up gaps
- Create a predictable call queue
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callpage in Notis once.
- 2Create an automation named Schedule customer risk follow-ups.
- 3Tell Notis to find the supplied open customer actions and schedule a Callpage call for each eligible contact using the provided widget.
- 4Pick a recurring cron trigger.
- 5Choose a report channel and test with one open action.
Questions about this workflow
What makes an action eligible?
Define eligibility in the prompt, such as status, owner, priority, and available contact data.
Can it schedule the first available slot?
Yes. Ask Callpage to schedule the first available timeslot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Callpage. A trigger fires from one place; an action lands in another.
21risk triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
21risk and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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