Add verified contacts to Callpage from document results
When a processed document establishes a new manager or admin contact, have Notis prepare the Callpage user record from the extracted details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Creates a new admin or manager user in the account.
Why this helps
Manually re-entering verified contact details from documents creates avoidable work and increases the chance of typos.
- Reduce retyping of verified name, email, and phone details.
- Use role criteria you specify before creating a user.
- Get a run report that makes the created user easy to 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 inspect the extracted document details and create a Callpage user only when the document confirms the contact information and the intended role.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real extraction result and review the created user and run report.
Questions about this workflow
Does this assign the new user to a widget?
No. The selected action creates a user account. Assigning a user as a widget manager requires a separate Callpage action and a confirmed widget.
What if the extraction is incomplete?
Tell Notis to skip creation and report which required contact details are missing. The workflow should not fill in details that are absent from the document.
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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