See which leads may still need a reply
Review likely follow-up candidates in one concise report instead of rebuilding the queue from memory.
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
A busy inbox makes it hard to remember which leads are waiting on a response or next step.
- Build a repeatable review from recent conversation context.
- Use Callingly's available lead filters for retrieval.
- Spot where conversation and lead details do not line up.
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 the follow-up review.
- 3Tell Notis to review recent 2Chat conversations for leads awaiting a next step, list Callingly leads with available filter details, and summarize likely matches and uncertainties.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real recent review window and verify the matches.
Questions about this workflow
Can this determine whether someone has replied?
Notis can assess the conversation history returned from 2Chat. If that history is unavailable or incomplete, the report should say so.
Will it send a reply to the lead?
No. This workflow retrieves lead records and reports candidates for your 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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