Get the Callingly lead behind an Ably event
When an Ably event points to a Callingly lead, have Notis retrieve the lead details and return them in a run report.
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
You lose time switching apps to understand which lead an event refers to before deciding what to do next.
- Bring lead context into the event workflow
- Reduce app switching before follow-up decisions
- See the lookup result in a Notis run report
Setup
Build it in a few focused steps.
- 1Connect Ably and Callingly once in the Notis portal.
- 2Create an automation that retrieves the Callingly lead named by an incoming Ably event.
- 3Pick the Notis webhook trigger and send an event with the Callingly lead ID.
- 4Choose where Notis run reports should go.
- 5Test with one real event containing a valid Callingly lead ID.
Questions about this workflow
Does this create or change a lead?
No. It retrieves details for the lead ID included in the incoming event.
What if the event has no lead ID?
Notis cannot identify the lead. Include a valid Callingly lead ID in the event data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Callingly. A trigger fires from one place; an action lands in another.
Ably triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Ably and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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