Review the lead queue with less searching
Choose the lead filters and schedule, then let Notis summarize the matching Callingly records.
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 lead queue can become another place to search when it is unclear which records need attention first.
- Review a defined set of lead records in one summary.
- Make filter criteria explicit in the instruction.
- See when the requested filters or data are missing.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation for the lead queue review.
- 3Tell Notis to list Callingly leads using the specific date range or phone filter you provide and summarize the returned records.
- 4Pick the notis_cron trigger and select where reports should go.
- 5Test with one real run and verify that the returned leads match the stated filters.
Questions about this workflow
Can the workflow choose leads using an unstated rule?
No. State the filters in the instruction or webhook context. Notis can summarize returned leads but should not invent criteria.
What if many leads match?
The workflow can report the returned results and any pagination or limits exposed by Callingly.
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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