Review the Callpage roster before Affinity outreach
See the available Callpage users before planning who can handle callback requests.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves the users in your account.
Why this helps
Outreach planning slows down when you have to hunt through a separate account to check who is available to handle calls.
- Retrieve the Callpage user roster on a recurring schedule.
- Summarize the available account users for planning purposes.
- Make handoff planning easier before outreach begins.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Callpage once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve the Callpage user list and summarize the roster for the upcoming Affinity outreach cycle.
- 4Choose the Notis cron trigger and set the recurring schedule, then select where run reports should go.
- 5Test with one real example and confirm the returned roster supports your planning.
Questions about this workflow
Does this check manager availability?
No. It retrieves the user list. Manager assignments and availability require separate manager actions and a known widget.
Does it assign users to widgets?
No. This workflow is a roster review. Assigning users requires the separate Add Users to Widget action and supplied identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Callpage. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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