Plan phone lookup capacity from current Callerapi credits
Make capacity planning easier with a scheduled account snapshot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Founders often plan upcoming phone workflows without a current view of the credits those workflows can consume.
- Plan upcoming lookup volume
- See allocation and remaining balance together
- Reduce last minute credit decisions
Setup
Build it in a few focused steps.
- 1Connect Callerapi once in the Notis portal.
- 2Create an automation for monthly capacity planning.
- 3Tell Notis to call Callerapi Get User Information and summarize credits spent, monthly allocation, credits left, and any planning note you provide.
- 4Choose a monthly recurring schedule and select where reports should go.
- 5Test one real run to verify the report format.
Questions about this workflow
Can this predict future credit use?
No. It reports current Callerapi account values. Any forecast needs assumptions you provide.
What should the planning note contain?
Provide the upcoming workflows or expected lookup volume if you want Notis to compare capacity with a plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callerapi. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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