Search customer leads using invoice details
When invoice context reaches Notis, search Callingly for leads using identifiers and match rules you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Leads
Lists leads.
Why this helps
Finding the right customer lead can take longer than understanding the invoice issue itself.
- Search customer records using invoice context.
- Reduce repetitive lookups during invoice review.
- Surface match uncertainty before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which invoice identifiers and filters to use for the Callingly lead search.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real processed invoice and check the lead results.
Questions about this workflow
Can it search using any invoice field?
Use details returned by Affinda and supported by Callingly's lead search filters. If a needed value or filter is unavailable, provide another criterion or report the gap.
Will it change the leads it finds?
No. The workflow searches and returns lead results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Callingly. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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