Refresh lead records when campaign reports arrive
Use report-ready information to keep the right lead record current, while sending ambiguous matches for review.
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
Campaign reports arrive while lead records remain unchanged, leaving follow-up decisions based on old information.
- Update records close to the time a report arrives
- Require evidence for status changes
- Route ambiguous lead matches to a report
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, ask Notis to match report findings to Callingly leads and update status only when both the lead and change are supported by the report.
- 4Pick a webhook trigger and start it when the campaign report is available.
- 5Choose where run reports should go and test with one report that includes a clear lead match.
Questions about this workflow
Can this match a report to a lead by name alone?
Only when the provided information makes the match reliable. If the match is unclear, Notis should report it for review.
What happens when no status change is supported?
The workflow should leave the lead unchanged and explain the result 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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