Check the lead record before the next call
Get the existing Callingly lead details alongside an AccuLynx handoff so your next step starts with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Retrieves the details of a specific lead.
Why this helps
Before following up, people often have to search for a lead and compare details manually across tools.
- Retrieve an existing Callingly lead using its supplied ID.
- Summarize relevant lead details for an AccuLynx handoff.
- Call out missing identifiers or context before follow-up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Callingly in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Callingly lead when your AccuLynx integration sends a handoff webhook, then summarize the lead details and note any missing context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real handoff example containing a Callingly lead ID and review the report.
Questions about this workflow
Does this create or change a lead?
No. This workflow retrieves an existing Callingly lead and reports its details for review.
What if the webhook does not include a Callingly lead ID?
Notis should report that the identifier is missing. It cannot reliably select the right lead without identifying information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Callingly. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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