Surface leads to revisit during affiliate reviews
Bring a useful lead list into your recurring affiliate review so promising follow-ups do not disappear in a busy week.
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
Potential affiliate leads can sit untouched when nobody has time to search through call and lead records manually.
- Retrieve multiple leads for a focused review.
- Use Callingly's available lead filters when they match your criteria.
- Keep your review grounded in Adtraction data or rules you provide.
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 which leads to retrieve and what Adtraction context or review criteria should shape the result.
- 4Pick a recurring schedule as the Notis trigger and choose where run reports should go.
- 5Run once and confirm the results use the intended filters and supplied context.
Questions about this workflow
Does this workflow know which leads came from Adtraction?
That association is not guaranteed by the listed actions. Supply an identifier or criteria that connects the records, or review the lead list without claiming an Adtraction attribution.
What does the workflow do with the leads?
It retrieves Callingly leads for review. The listed action does not itself make a call or change lead records.
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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