Get customer lead context for invoice follow-up
When invoice processing needs a customer follow-up, use Notis to retrieve the matching Callingly lead details before deciding what to do.
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
Finance teams can spend time searching for a customer record before they can resolve an invoice question.
- Bring lead context into invoice review.
- Avoid manual searching before a follow-up decision.
- Identify unclear customer matches early.
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 the invoice context, lead matching evidence, and details to retrieve.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with a real invoice case and confirm the retrieved lead details.
Questions about this workflow
Will this update the customer's lead record?
No. It retrieves lead details for review and does not change the record.
What happens if more than one lead could match?
Tell Notis to show the ambiguity for review instead of selecting a lead without enough evidence.
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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