Review recent calls and the contact data behind them
See recent Callingly call activity alongside checks on the contact details available for each lead.
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 history and contact quality are easy to review separately, making it harder to spot records that need follow-up or correction.
- Bring recent call records into a scheduled review.
- Check available lead contact data without manually switching between apps.
- Get a concise report of records that may need correction.
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 list calls using the date range or other filters you provide, check available associated lead contact details with Addressfinder, and summarize records that need review.
- 4Pick the recurring schedule trigger and set when the review should run.
- 5Choose where run reports go, then test with one real filtered call history example.
Questions about this workflow
Does this change call records?
No. This workflow lists calls and reports on available lead data. It does not modify call history.
Does the call list provide every lead contact value?
Only check values returned or otherwise supplied during the run. If a needed contact value is unavailable, Notis should identify it as missing.
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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