Keep WhatsApp lead follow-up from slipping
Get a regular view of leads that need attention, with the related Callingly records ready to review.
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
Following up across chat histories and lead lists makes it easy to lose track of who needs a next step.
- Bring recent chat context into a repeatable review.
- Retrieve Callingly leads using the available filters.
- Make follow-up review easier to resume after interruptions.
Setup
Build it in a few focused steps.
- 1Connect 2Chat and Callingly once in the Notis portal.
- 2Create an automation in Notis and name it for lead review.
- 3Tell Notis to review recent 2Chat conversations for people who need follow-up, then list Callingly leads using available filter details and summarize matches and missing information.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run once with a real example and confirm the retrieved leads are relevant.
Questions about this workflow
Does the schedule create or update leads?
No. This workflow retrieves matching leads from Callingly and summarizes follow-up context; it does not create or update a lead.
What if the conversation does not include a phone number?
Notis can report that the needed detail is missing. Callingly lead retrieval requires usable filter details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Callingly. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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