Find leads that need credential follow-up
Set a recurring review to bring relevant Callingly leads into view and make the next credential-related follow-up easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
A busy calendar makes it easy for credential follow-ups to disappear among other lead work.
- Review filtered lead records on a recurring schedule.
- Use criteria you specify to identify likely follow-ups.
- Receive a concise report without manually opening each lead.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe the lead filters and credential follow-up criteria Notis should use; provide any credential history or baseline it needs.
- 4Choose a recurring schedule as the Notis cron trigger.
- 5Choose where run reports go, then test with one real example and review the results.
Questions about this workflow
Can this workflow inspect Accredible certificate history?
No Accredible trigger or history-reading action is listed here. Provide relevant certificate history or criteria in the prompt or available input.
Does it place a call automatically?
No. This workflow lists leads and reports findings. A separate instruction and supported Callingly action would be needed to create a call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Callingly. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Accredible certificates and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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