Keep callback timing with the lead request
Carry the contact's stated timing context into the Callingly record so the next person has a useful starting point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
A callback request may be recorded without the timing preference that makes it actionable.
- Preserve timing details stated in the conversation.
- Create a call record when a callback is requested.
- Flag missing or ambiguous time information.
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 callback timing.
- 3Tell Notis to review the referenced 2Chat conversation, create a Callingly outbound call when a callback is requested, and include any stated timing context supported by the call details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real request that includes a timing preference and inspect the record.
Questions about this workflow
Will this schedule the call for that time?
The action creates an outbound call record. It does not guarantee scheduling at a specific time.
What if the time is vague, such as 'later'?
Notis can preserve the wording as context or report that a specific time is missing; it should not invent one.
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.
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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.
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Tool to create a new team. use when setting up a team configuration before adding agents.
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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".
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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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