Schedule follow-up calls when proposals change
Proposal updates often signal a decision point. Let Notis turn the latest version into a planned conversation.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Widget Call or Schedule
Tool to initiate or schedule a call via widget. use when you need to call immediately or schedule at the first available timeslot through a widget.
Why this helps
You update a proposal, then lose track of when to follow up and what changed.
- Keep follow-up tied to the latest proposal
- Give prospects a clear next step
- Avoid duplicate manual reminders
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Callpage once.
- 2Create an automation called Proposal update follow-up.
- 3Describe that Notis should review the updated proposal and schedule a Callpage call at the requested or appropriate time.
- 4Pick the OneDrive File Updated trigger and select a report channel.
- 5Test with one updated proposal.
Questions about this workflow
Does this work for revised pricing files?
Yes, if the revised pricing is stored in the updated OneDrive file.
Can it schedule instead of calling immediately?
Yes. The instruction can ask Callpage to schedule the first suitable timeslot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Callpage. A trigger fires from one place; an action lands in another.
One drive triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get All SMS Messages
Tool to retrieve all sms messages for a widget. use when you need to fetch both default and custom sms templates after confirming the widget exists.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Get All Users
Tool to retrieve a list of all users with pagination. use when you need to page through all users in your callpage account to synchronize or audit user records.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get All Widgets
Tool to retrieve a list of widgets with pagination. use when you need to page through all widgets after api authentication.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get API Root
Tool to get the root api greeting. use to verify connectivity and retrieve the initial api greeting after setting the api key.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Manager Status Statistics
Tool to retrieve statistical data about manager statuses. use when you need summary counts of enabled and disabled managers for a specific widget.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get SMS Statistics
Tool to retrieve statistical data about sms messages. use when you need summary counts of sms messages for a given widget.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Get Widget
Tool to retrieve details of a specific widget by id. use when you have a widget id and need its complete configuration.
Connect any two apps with Notis in the middle.
One drive and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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