Find older leads that may need a follow-up
Bring older conversations back into view with the related Callingly call history for a practical follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Older leads can quietly disappear from view when new messages keep arriving.
- Revisit older lead conversations on a recurring schedule.
- Check Callingly call activity using available filters.
- Surface possible gaps without automatically contacting anyone.
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 stale lead review.
- 3Tell Notis to review older 2Chat conversations with unresolved next steps, list Callingly calls with available filters, and summarize leads that may need attention based on returned records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with an older date range and verify the report against known call records.
Questions about this workflow
How does it know a lead is stale?
Set a clear age or status criterion in your instruction. Notis can only apply it when the relevant dates or status are available.
Will it call stale leads automatically?
No. It lists potential follow-up candidates for review.
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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