Review client records tied to processed invoices
Bring invoice account context and Callingly client records together in a recurring Notis review, using identifiers you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Lists the clients associated with your account.
Why this helps
Customer account context may be scattered across invoice documents and calling account records.
- Review relevant client records with invoice context.
- Spot missing or unclear account matches.
- Prepare a focused list for human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which invoice accounts to compare and what Callingly client details to inspect.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one processed invoice and review the matching client results.
Questions about this workflow
Will this create or change client accounts?
No. This workflow lists Callingly clients for review and does not create or update them.
What if an invoice has no shared account identifier?
Supply the matching criteria or ask Notis to report ambiguous matches rather than treating them as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Callingly. A trigger fires from one place; an action lands in another.
Affinda triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Affinda and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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