Check the call record connected to an invoice case
Start a Notis webhook review with invoice context, then retrieve the relevant Callingly call details using a confirmed call identifier.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Call
Retrieves detailed information about a specific call.
Why this helps
A team may know a customer was called but still need to open another tool to understand what happened.
- Review call metadata alongside invoice context.
- Make follow-up decisions with fewer context switches.
- Avoid looking up a call without a confirmed identifier.
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 cases need a call lookup and how to supply or identify the call ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice case and a confirmed Callingly call ID.
Questions about this workflow
Can the workflow find a call without an ID?
The listed action retrieves a specific call by ID. Provide the ID or have the workflow report that it is missing.
Does retrieving call details change the record?
No. This is a read action that returns details 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
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.