Keep customer leads aligned with invoice review
Use an HTTP request to start a Notis workflow that applies your invoice review decision to a confidently matched Callingly lead.
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
Invoice follow-up decisions can be lost when no one records the outcome in the customer's lead record.
- Record an invoice review outcome in the lead record.
- Reduce manual record updates after document review.
- Escalate uncertain matches instead of changing the wrong lead.
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 review rules, lead match criteria, and exact lead changes to make.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invoice case and verify the updated lead.
Questions about this workflow
Can it update fields that are not available in Callingly?
No. Specify changes supported by the Callingly lead update action and data available from the connected apps.
What if the review result is unclear?
Tell Notis to report it for human review and avoid making a lead change until the match and decision are clear.
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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