Start your week with a clear call follow-up review
Get a short scheduled report of call activity and possible follow-up gaps, with any campaign context supplied by you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Call follow-ups can slip when reviewing campaign activity becomes another task to remember.
- Create a recurring call review without a manual reminder.
- Surface calls that may need attention.
- Keep reporting focused on supplied campaign context.
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 which period to review, what campaign context to use if available, and how to summarize calls and possible gaps.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real example by running the report for a period with known calls.
Questions about this workflow
Can the report know which calls came from ActiveTrail?
Only when campaign identifiers or other linking context are available in the data supplied to Notis. Without that, it can summarize Callingly calls for the requested period but should not claim campaign attribution.
Can I choose the schedule?
Yes. Select a recurring schedule when creating the automation.
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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