Build a recurring Callingly lead watchlist
Know which leads need a touch before opportunities cool off.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Lead lists grow quietly while follow-up decisions stay in your head.
- Catch aging opportunities
- Keep follow-up work visible
- Reduce spreadsheet maintenance
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Callingly in Notis once.
- 2Create an automation describing the lead criteria to scan.
- 3Pick the notis_cron schedule.
- 4Choose where reports go and test with one real date range.
Questions about this workflow
Can I define lead filters in plain language?
Yes, describe the filters and date range in the automation prompt.
How often can it run?
Choose any recurring cadence supported by the notis_cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Callingly. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
0CodeKit and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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