Keep Callingly lead records accurate
When a lead shares corrected details, check them and update the matching Callingly record in one run.
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
Corrected contact details can sit in an inbox or form while the calling team keeps using outdated information.
- Check revised address, email, or phone details before using them.
- Update an existing lead instead of creating a duplicate record.
- Use the submitted lead identifier to target the intended Callingly record.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to verify the submitted contact changes with Addressfinder and update the specified Callingly lead only when the record identifier and verified changes are present.
- 4Pick the webhook trigger and have your form or backend send the changed details and Callingly lead identifier to its HTTP endpoint.
- 5Choose where run reports go, then test with one real lead update.
Questions about this workflow
Can this create a lead if there is no matching Callingly record?
This workflow uses the Update Lead action, which requires an existing lead. Include the correct Callingly lead identifier in the request.
What if Addressfinder cannot verify one of the submitted values?
Instruct Notis to leave that value unchanged and report the verification issue for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Callingly. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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