Find the right Callingly leads from ActiveTrail campaign context
Turn a campaign handoff into a short, relevant lead lookup without searching Callingly by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Leads
Lists leads.
Why this helps
Switching between campaign reports and lead records makes it harder to see who needs attention.
- Retrieve leads using supplied search criteria.
- Bring campaign context into a lead review.
- Reduce repetitive manual searches.
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 search Callingly leads using the phone number or filters included in the campaign handoff, then summarize matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and a known phone number or filter.
Questions about this workflow
Does this create or modify leads?
No. It searches for leads and summarizes matches for review.
What search details should the webhook include?
Include a phone number or specific filters supported by the lead search, such as a date range. Notis should report when the criteria are too broad or missing.
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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