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Notis

Keep applicant lead statuses current after resume review

When an HTTP request starts the workflow, Notis can use Affinda's parsed resume details and your screening rules to update a matching 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

Applicant statuses fall out of date when resume reviews and lead tracking happen in different places.

  • Keep candidate lead records aligned with screening decisions.
  • Reduce manual status updates after document review.
  • Flag uncertain matches for review instead of guessing.

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 screening rules, lead match criteria, and status changes in one instruction.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real parsed resume and verify the matching lead update.

Questions about this workflow

Will this invent a lead match if the resume lacks an identifier?

No. Tell Notis which returned details establish a match and to report uncertain cases for review.

Which statuses can it set?

Describe the desired status in your instruction. The workflow uses the listed Callingly Update Lead action.

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.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

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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