Get the lead details needed for applicant follow-up
Use a Notis webhook to start a focused lookup when parsed resume context needs to be checked against a Callingly lead.
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
A resume review can trigger follow-up without giving the reviewer the lead context needed to make a good decision.
- Bring existing lead details into the applicant review.
- Reduce tool switching before follow-up decisions.
- Surface missing match information before taking action.
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 resume context to use, the lead match criteria, and which details to retrieve.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real parsed resume and inspect the retrieved lead details.
Questions about this workflow
Does this change the lead?
No. This workflow retrieves Callingly lead details for review; it does not update the lead.
What if the resume does not contain a matching identifier?
Specify other acceptable matching criteria or have Notis surface the case as uncertain for human 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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