Keep lead status aligned with campaign findings
Ask Notis to compare campaign findings with lead records and make supported status updates, with uncertainty sent to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead’s contact details, status, or blocking settings.
Why this helps
Lead statuses go stale when campaign reviews happen separately from follow-up record keeping.
- Keep records in step with reviewed campaign evidence
- Avoid unsupported or guessed status changes
- Make uncertain cases easy to revisit
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 review campaign insights, find corresponding Callingly leads when identifiable, and update status only when the evidence supports it.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign review and a lead whose status can be checked.
Questions about this workflow
Will Notis guess which lead matches an ad insight?
No. If the source data does not identify a lead reliably, the run report should call out the missing match.
Can the workflow change other lead information too?
Ask for a specific supported change in the instruction. This workflow focuses on status updates.
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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