Keep Callingly follow-up aligned with ActiveTrail opt-outs
When someone opts out, carry that preference into the lead record your team uses for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s contact details, status, or blocking settings.
Why this helps
Updating contact preferences in separate tools creates extra work and risks an unwanted call.
- Carry opt-out context into the lead record.
- Reduce duplicate preference updates.
- Give callers clearer guidance before 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 find the matching Callingly lead and update its status or blocking setting based on an opt-out signal.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opt-out signal and a matching Callingly lead.
Questions about this workflow
Does this delete the lead?
No. This workflow updates a matching lead. It should use the available status or blocking fields and preserve the contact record.
What if no matching lead is found?
Instruct Notis to report that the lead was not found for review rather than guessing which record to change.
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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