Spot follow-ups that still need attention
Bring call history and CRM follow-up context into one scheduled review, then report which conversations may need a next step.
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
After calls are made, it can take another manual pass to see what still needs follow-up.
- Combines call history review with relevant CRM context.
- Surfaces records that may need another follow-up.
- Provides a recurring summary in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Callpage once in Notis.
- 2Create an automation and describe how to compare call history with follow-up context.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with a real call history example and review the summary.
Questions about this workflow
Can the workflow know whether a conversation was resolved?
Only if AgencyZoom or the call history provides that outcome. Otherwise the report can flag missing outcome information for review.
Does this workflow place another call automatically?
No. It reviews call history and reports follow-up candidates. You can use a separate workflow to arrange calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callpage. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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