Keep lead status aligned with credential events
When your credentialing system sends a recipient update, Notis can apply the supplied status to the corresponding Callingly lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s contact details, status, or blocking settings.
Why this helps
Lead records fall out of date when credential events and sales follow-up live in separate tools.
- Apply a supplied credential-related status to a matching lead.
- Reduce manual record updates after recipient events.
- Ask Notis to flag events with no clear lead match for review.
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, tell Notis to find the Callingly lead identified in the webhook and update it with the supplied status; ask it to report ambiguous matches.
- 4Choose the Notis webhook trigger and have your credentialing system send the recipient event to its endpoint.
- 5Choose a report channel, then test with one real event and confirm the intended lead was updated.
Questions about this workflow
Can Notis determine a lead's status from any certificate event?
The instruction should define how the supplied event corresponds to a status. The event must include enough information to identify the lead and status.
What happens if there are multiple possible leads?
Tell Notis to report ambiguous matches for review rather than updating an uncertain record.
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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