Keep Callingly lead status aligned with affiliate transaction alerts
Give transaction alerts a clear next step by updating the matching lead when the alert includes enough context.
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
Lead statuses get stale when affiliate activity arrives somewhere separate from the place your team tracks follow-up.
- Turn a transaction alert into a concrete lead record update.
- Avoid manual status changes when the alert clearly supports them.
- Keep the lead's existing record available for follow-up.
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 transaction alerts qualify and what lead update is appropriate when a lead can be identified.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real alert and verify the correct lead and status in Callingly.
Questions about this workflow
Will every Adtraction transaction match a Callingly lead?
Only when the request includes a reliable way to identify the lead. If it does not, have Notis report the missing information instead of guessing.
Can this change any lead status?
The Callingly update lead action supports modifying lead information, including status. Specify the intended change in your prompt and verify it against a real example.
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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