Start a customer call when an invoice needs clarification
When an invoice processing result reaches your Notis webhook, use your exception rules to prompt a Callingly follow-up call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Why this helps
Invoice discrepancies create extra work when someone must manually assemble the customer context before calling.
- Bring invoice context into the call request.
- Reduce delay between spotting an exception and starting follow-up.
- Use explicit exception rules to keep calls relevant.
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 exceptions warrant a call and what context the call should include.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice exception and confirm the Callingly call record.
Questions about this workflow
Does this send a call script to the customer?
The listed action creates an outbound call record. Specify the call details available from your workflow, and do not assume unsupported call behavior.
How does an invoice result reach the workflow?
The trigger is a Notis webhook. Arrange for an HTTP request to start it with the relevant processing context.
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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