See the Callingly calls tied to an ActiveTrail campaign handoff
Get a compact view of call activity around a campaign, with the date range and filters supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Calls
Lists call records.
Why this helps
Call history is useful only when you can quickly find the calls that relate to the campaign you are reviewing.
- Summarize relevant calls in one report.
- Use supplied date ranges and team filters.
- Spot contacts that may need another follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list calls using the supplied campaign date range or other available filters, then summarize outcomes and any gaps.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign handoff that includes a date range.
Questions about this workflow
Can Notis identify campaign attribution from call records?
Only if the request or returned call data includes enough information to connect calls to that campaign. Otherwise, the report should describe the filter used and avoid claiming attribution.
Can this make a follow-up call?
This workflow only lists and summarizes calls. A separate instruction and workflow can create a call when the request and contact details support it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Callingly. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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