Check the lead record before affiliate follow-up
Start from the alert and bring the matching lead details into view before deciding what should happen 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
Following up from an alert without checking the current lead record can lead to duplicate or misdirected outreach.
- Retrieve current details for a specified lead.
- Check the record before another follow-up action is considered.
- Reduce duplicate outreach caused by stale context.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe how the alert identifies a lead and what details Notis should retrieve for review.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real alert with a known lead ID and verify the returned record.
Questions about this workflow
Can the workflow find a lead from an Adtraction transaction without an ID?
The listed get lead action retrieves a lead by ID. If the request does not supply an ID or a supported way to identify one, the automation should report that information is missing.
Does retrieving a lead trigger a call or text?
No. This workflow retrieves lead details for review. A separate instruction and action would be needed to place a call or update the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Callingly. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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