Know which WhatsApp leads already got a call
Review recent chat context alongside Callingly call history to see where follow-up may still be needed.
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
Without checking call history, you may repeat a follow-up or overlook a lead who has not been contacted.
- Bring recent call activity into a scheduled review.
- Use available date or team filters for call retrieval.
- Identify conversations that may need a human next step.
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 call history digest.
- 3Tell Notis to review recent 2Chat conversations with active leads, list relevant Callingly calls using available filters, and summarize recent call activity and conversations without a matching call.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real time period and confirm the call list supports the summary.
Questions about this workflow
Can the workflow tell whether a call was successful?
It can summarize details returned by Callingly. Any outcome not included in the returned call records cannot be inferred.
Does it automatically call leads with no matching call?
No. It identifies conversations that may need follow-up for you to 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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