Bring Callingly lead context into an ActiveTrail response
See the current lead details beside a campaign response before deciding what to do next.
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
A response may arrive without the context you need to choose a useful next step.
- Retrieve current details for a known lead.
- Prepare a brief before choosing a follow-up.
- Avoid repeated context switching.
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 retrieve the Callingly lead using the ID in the incoming response and summarize relevant details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real response containing a valid Callingly lead ID.
Questions about this workflow
Does the response need a Callingly lead ID?
Yes. The lookup requires a known lead ID. If the webhook does not include one, have Notis report that the lead cannot be identified.
Will the workflow change the lead?
No. It retrieves lead details and prepares a report for review.
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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