Check the current lead record before follow-up
Bring the existing Callingly lead details into view when an Aeroleads event points to a prospect worth contacting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Retrieves the details of a specific lead.
Why this helps
Starting outreach without checking the current lead record can leave useful context behind.
- Checks current Callingly lead details before follow-up
- Reduces context switching between prospecting and calling
- Helps avoid acting on stale contact information
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 use the Aeroleads webhook details to identify the Callingly lead and retrieve its current record for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect event and confirm the correct lead was retrieved.
Questions about this workflow
Does this workflow place a call?
No. It retrieves a lead record for context. Use a separate workflow with Create Outbound Call to start a call.
What if the webhook does not include a Callingly lead ID?
Provide a reliable way to identify the lead in the prompt and have Notis report when it cannot find a confident match.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.