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Notis

Check the call record before escalating

Send the call ID and reason for review to Notis to bring the relevant Callingly call details into the escalation.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Call

Retrieves detailed information about a specific call.

Why this helps

An escalation without the call context can send a founder or teammate searching through call history.

  • Retrieve the exact call record identified in the request.
  • Keep the escalation reason alongside the lookup.
  • Report when the call ID is missing or cannot be retrieved.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Callingly once in the Notis portal.
  • 2Create a new automation for call escalation reviews.
  • 3Tell Notis to retrieve the Callingly call named in each webhook request and summarize the returned details alongside the supplied escalation reason.
  • 4Pick the notis_webhook trigger and choose a report channel.
  • 5Test with one real call ID and verify the call details in Callingly.

Questions about this workflow

Does this workflow change a lead or call?

No. It retrieves a specified call record and summarizes the returned details for review.

What should the request include?

Include the Callingly call ID and, if relevant, the reason the call needs review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Callingly. A trigger fires from one place; an action lands in another.

Active campaign triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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