Review Callingly leads for contact gaps
Set aside a scheduled pass to find records that need a usable phone, email, or address before follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
Contact gaps can remain hidden in a large lead list until someone tries to make a call or send a message.
- Review leads in a repeatable scheduled run.
- Use supported Callingly list filters to keep each review focused.
- Identify records that need a human to supply missing information.
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 retrieve leads using the specific supported Callingly filters you provide, check available contact details with Addressfinder, and report which records need attention.
- 4Pick the recurring schedule trigger and set the review cadence.
- 5Choose where run reports go, then test with one real filtered lead set.
Questions about this workflow
Can Notis invent a date range or filter for the lead search?
No. Specify the filter criteria you want Callingly to use. The action supports filters such as date range or phone number.
Can Addressfinder supply missing lead details automatically?
This workflow checks available details. If information is missing, the report should identify it for a person to provide.
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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