Prepare partner call briefs automatically
Walk into partner calls with caller context ready beside the task.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Why this helps
Call preparation gets skipped when basic number research takes too many steps.
- Reduce pre-call context switching
- Improve call readiness
- Standardize number research
Setup
Build it in a few focused steps.
- 1Connect Todoist and Callerapi once in the Notis portal.
- 2Create an automation for partner call tasks with E.164 phone numbers.
- 3Tell Notis to write a compact brief from the returned Callerapi details.
- 4Pick New Task Created as the trigger.
- 5Select a report channel and test with one partner task.
Questions about this workflow
Can the brief include FTC complaints?
Yes, ask Notis to include complaint data when Callerapi returns it.
Where is the brief delivered?
It is sent to the report channel you choose during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Callerapi. A trigger fires from one place; an action lands in another.
Todoist triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
New Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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