See which document follow-ups still need attention
Let Notis review the document results and Callpage call history available to it, then report which contacts appear to have no recorded follow-up.
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 is hard to know whether a document-driven contact was actually called when document review and call history happen in separate places.
- Bring document-derived contact context and call history into one scheduled report.
- Highlight apparent follow-ups without manually scanning call records.
- Make missing or ambiguous contact matches visible for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Callpage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to compare available Affinda document results with Callpage call history and report apparent missing follow-ups, noting ambiguous matches and the date range to review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run it once with real document results and call history, then review the report.
Questions about this workflow
Can this prove that a specific document caused a call?
Only if the available document and call data contain enough matching details. Notis should label uncertain matches instead of treating them as confirmed.
Does the workflow place any calls?
No. It retrieves call history and reports apparent follow-up gaps. A separate Callpage callback action would be needed to place or schedule calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Callpage. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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