Spot manager status concerns on campaign widgets
Bring manager assignments and status counts together in a routine check before they become a missed follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Managers
Retrieves the managers assigned to a widget.
Why this helps
Disabled managers can reduce call coverage, but checking assignments and status is easy to skip when teams are busy.
- Retrieve the manager roster and status counts for a widget.
- Make enabled and disabled manager totals visible.
- Flag coverage questions for a team member to verify.
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 the manager status check.
- 3Describe that the workflow should retrieve a confirmed widget's manager roster and status statistics, then summarize coverage concerns using context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real widget and confirm the roster and counts in the report.
Questions about this workflow
Do the statistics identify which manager is disabled?
The status statistics action returns summary counts. Use Get Manager with a user id and widget id when you need an individual manager's configuration.
Does this update manager settings?
No. The selected actions retrieve data for review.
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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