Get the lead context before following up
Send a lead ID to Notis and retrieve the Callingly record when a campaign handoff needs fresh 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
Following up without checking the latest record can lead to duplicate or poorly timed outreach.
- Bring the current lead record into the handoff.
- Use returned data to inform a human follow-up decision.
- Avoid guessing when a lead ID or record is unavailable.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation for lead context lookups.
- 3Tell Notis to retrieve the Callingly lead identified in each webhook request and summarize its returned details for the requested follow-up decision.
- 4Pick the notis_webhook trigger and select a report destination.
- 5Test with one real Callingly lead ID and review the returned details.
Questions about this workflow
Does this workflow place a call?
No. It retrieves a Callingly lead record so the returned details can support a follow-up decision.
What information is required?
The request needs a Callingly lead ID. The workflow cannot retrieve a particular lead without it.
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.
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.
Active campaign and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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