Turn document contact requests into callback requests
Give Notis a recurring moment to review Affinda results for explicit requests to speak, then route those contacts to Callpage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Widget Call or Schedule
Places a call immediately or schedules one for the first available time slot.
Why this helps
A callback request hidden in a processed document can be missed when follow-up depends on remembering to check several tools.
- Surface explicit callback requests from processed documents.
- Reduce manual checking for contact details and follow-up intent.
- Schedule a callback through a Callpage widget when the details support it.
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 review newly available Affinda extraction results for explicit callback requests and use Callpage to initiate or schedule a callback when the result contains the required contact details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run the automation against one real extraction result and review the outcome.
Questions about this workflow
Will this find every new Affinda document automatically?
The workflow runs on the schedule you choose. Its ability to find new results depends on what Affinda data is available to Notis when the automation runs.
What if a document does not include a phone number or clear request?
Notis can skip the callback and report the missing detail. The workflow should only request contact when the extraction includes enough information and the document indicates a callback is wanted.
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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