Find Callingly leads connected to invoices under review
Let Notis review invoice details processed by Affinda on a schedule and search Callingly for leads that match the context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
Invoice questions can sit unresolved when finance details and customer records live in separate systems.
- Surface relevant leads for invoice follow-up.
- Reduce repeated searches across tools.
- Use invoice context to guide a focused review.
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 results to review and what lead search would be useful.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real processed invoice and inspect the Callingly lead results.
Questions about this workflow
Does this automatically match invoice and lead records?
Notis can compare returned details, but tell it which identifiers or matching rules to use. If the apps do not return a shared identifier, provide one or ask Notis to flag uncertain matches.
Does the schedule trigger Affinda?
No. The schedule starts the Notis automation. The instruction should use available Affinda processing results and search Callingly with the criteria you provide.
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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