Review your Bolna agent's batches regularly
Keep batch activity easier to scan with a scheduled inventory report for a chosen agent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch all batches by agent id
List all batches for agent
Why this helps
Batch work can be hard to keep track of when schedules and follow-up are spread across different tasks.
- Create a recurring review of an agent's batches.
- Summarize returned batch information.
- Reduce time spent manually checking batch lists.
Setup
Build it in a few focused steps.
- 1Connect Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which agent's batches to list and how to summarize the results for your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example by running it and reviewing the report.
Questions about this workflow
Can it list batches across all agents?
The action lists batches by agent id, so specify the agent to review.
Can it tell me which batch to stop?
It can summarize the returned list, but deciding what to stop depends on your criteria and the batch data available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Bolna. A trigger fires from one place; an action lands in another.
Stripe triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Fetch all batches by agent id
List all batches for agent
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Get all agents
List all agents
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get all phone numbers
List all phone numbers for your account
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get execution by id
Retrieve specific execution by `execution id`
Product Created Trigger
Triggered when a product is created in Stripe
Make a phone call from agent
Initiate calls
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Stripe and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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