See which document follow-ups reached a call
Get a scheduled view of Callpage call activity that matters to your document workflows, with Notis summarizing the records for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Calls History
Retrieves call history with optional filters and pagination.
Why this helps
It takes time to cross-check call records against document work and remember which follow-ups still need attention.
- Review call history on a recurring schedule.
- Summarize records that match the document context you provide.
- Send a concise run report to a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Callpage once in the Notis portal.
- 2Create an automation and ask Notis to retrieve Callpage call history and summarize calls relevant to the document-workflow context you provide.
- 3Pick the notis_cron trigger and set its schedule.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the returned call records contain the details you need.
Questions about this workflow
Can Callpage history identify which ActiveMerge document caused a call?
The listed call-history action supports filters such as date, status, widget, user, tags, and phone number. A document link is not listed, so provide matching context or identifiers where available.
Can this find calls that still need follow-up?
Notis can summarize the history returned by Callpage, but any definition of an overdue or incomplete follow-up must be supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Callpage. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Retrieves the managers assigned to a widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Users to Widget
Adds users as widget managers or updates an existing user-widget assignment.
Get All SMS Messages
Retrieves all default and custom SMS messages for a widget.
Create SMS Message
Creates custom SMS messages for widget call events.
Get All Users
Retrieves the users in your account.
Create User
Creates a new admin or manager user in the account.
Get All Widgets
Retrieves the widgets in your account.
Delete Manager
Deletes a manager’s assignment to a widget after both IDs are verified.
Connect any two apps with Notis in the middle.
ActiveMerge and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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