Prompt a call for invoice cases that need attention
When invoice context reaches your Notis webhook, apply the overdue criteria you provide and create a Callingly call record for follow-up.
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
Overdue invoice follow-up is easy to delay when someone must identify the case and assemble its details first.
- Connect invoice context to a follow-up call record.
- Make overdue criteria explicit and repeatable.
- Reduce delay in preparing customer 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.
- 3Specify what qualifies as overdue, how to identify the customer, and what call details to include.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real overdue invoice and verify the Callingly call record.
Questions about this workflow
Can the workflow know an invoice is overdue automatically?
Only if the available invoice context includes a due date and the necessary reference date. Provide the criteria or date context if needed.
Does this collect payment?
No. The listed action creates an outbound call record for follow-up.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.