Record the next follow-up status from campaign findings
Tie a supported finding to the lead's status so your follow-up view reflects the decision made.
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
Follow-up decisions made from research are easy to lose when the lead's working status is never updated.
- Carry research decisions into lead records
- Require a reliable lead match before updating
- Keep unconfirmed cases visible in reports
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3In one instruction, specify the status rule and ask Notis to update only a reliably matched Callingly lead when the campaign finding supports it.
- 4Pick a webhook trigger and send a request when the finding is ready.
- 5Choose where run reports should go and test with one clear match and one case that should remain unchanged.
Questions about this workflow
What status will the workflow set?
Your instruction must specify the status rule. The workflow should not invent lead statuses.
Will it change a lead when the finding is unclear?
No. It should leave the record as is and explain what information is missing or ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Callingly. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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