Review call history for invoice follow-up gaps
Use scheduled Notis reviews to compare processed invoice context with Callingly call history and spot customers who may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Invoice questions may be waiting even when teams assume someone has already called the customer.
- See relevant call records alongside invoice processing context.
- Spot possible follow-up gaps before they linger.
- Use a repeatable review without relying on memory.
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.
- 3In one instruction, define which invoice cases to review and what call history counts as follow-up.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with a real invoice case and review the returned Callingly calls.
Questions about this workflow
Can the workflow determine whether a call resolved an invoice issue?
Only if the returned call details contain enough information. Provide the resolution criteria or have Notis flag cases that need a human review.
What does the schedule do?
It starts the Notis automation at the recurring time you choose. It does not represent an Affinda event.
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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