Answer lead questions with the existing record in view
Bring the lead record into view before replying to a status or detail question in WhatsApp.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
Answering from memory can lead to stale or incomplete information about a lead.
- Check the existing lead record before responding.
- Keep answers grounded in returned details.
- Flag unclear identity instead of using the wrong record.
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 questions.
- 3Tell Notis to review the referenced 2Chat request, identify the Callingly lead only when clear, retrieve its details, and summarize only information returned by the lead record.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real question about a known lead and check the summary.
Questions about this workflow
Does this update the lead's status?
No. It retrieves lead details for an informed response; it does not update status.
Can it answer from information not in Callingly?
It can use the relevant 2Chat context, but it should label information from the conversation and not present missing Callingly data as verified.
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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