Keep due prospect follow-ups moving
A scheduled check can surface prospects who need a call and arrange the next callback without another manual CRM pass.
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
Follow-up dates are easy to miss when prospect work is spread across a busy day.
- Creates a regular review point for due follow-ups.
- Can schedule calls at the first available Callpage timeslot.
- Keeps call reports together in the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Callpage once in Notis.
- 2Create an automation and describe which due prospects should receive callbacks.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one real prospect and verify the scheduled call.
Questions about this workflow
Does this workflow infer a follow-up date?
No. AgencyZoom must provide the follow-up information the automation uses. Notis can only act on returned data.
Can I control how often it checks?
Yes. Choose the recurring schedule when setting the Notis cron trigger.
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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