Review Callpage roles alongside campaign responsibilities
See the people and roles behind campaign call handling in one recurring review.
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
When roles and responsibilities drift apart, teams can be unsure who should handle campaign-related calls or account changes.
- Retrieve user records for role review.
- Compare returned role details with your supplied responsibilities.
- Surface mismatches for a person to confirm.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Callpage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for role alignment review.
- 3Describe that the workflow should retrieve Callpage users and compare returned role information with the responsibilities you provide for campaign operations.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report does not infer missing roles.
Questions about this workflow
Can it decide who should be an admin?
It can compare returned role details with responsibilities you supply, but a human should decide any account permission changes.
Does the action include campaign assignments?
Not necessarily. Supply the responsibility context if you want to compare it with the user directory.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Callpage. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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