Keep prospect status aligned with qualification
When a prospect no longer meets your criteria, update the corresponding Callingly lead using the status you specify.
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
Teams can keep following up with prospects whose qualification has changed because the updated decision did not reach their calling workflow.
- Reflects qualification changes in Callingly
- Reduces unnecessary outreach
- Keeps the status decision close to the source event
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Ask Notis to update the matching Callingly lead when the webhook indicates disqualification, using the status value you specify.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real disqualified prospect and verify the resulting lead status.
Questions about this workflow
Which status will be applied?
Specify the desired status in your instruction and ensure it is supported by the Callingly lead record.
Will it delete the lead?
No. This workflow updates a lead. It does not delete records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Callingly. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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