Apply a lead blocking rule from verified research
Turn a supported research finding into a focused lead record update and report cases that need a closer look.
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
A relevant finding can be missed if research is disconnected from the lead record that guides follow-up.
- Apply a defined blocking rule to a matched lead
- Avoid changing records based on uncertain findings
- Keep report evidence alongside the run outcome
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, state the blocking rule and ask Notis to update a matched lead's blocking setting only when the report confirms it.
- 4Pick a webhook trigger and start it when the relevant report is ready.
- 5Choose where run reports should go and test with one confirmed case and one ambiguous case.
Questions about this workflow
Does the workflow decide the blocking policy?
No. Your instruction must state the rule. Notis can apply it when the report and lead match provide sufficient evidence.
What happens when the report is ambiguous?
The workflow should leave the lead unchanged and describe the uncertainty in its run report.
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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