Keep Callingly lead details aligned with Agencyzoom
When contact details change in Agencyzoom, pass the relevant update to the 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
Changed phone numbers or contact details can leave a calling queue working from stale information.
- Reduce repeated entry of changed lead details.
- Use Agencyzoom as the source for the updates you send.
- Have Notis report when a matching lead cannot be identified from the supplied data.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe which Agencyzoom changes should update a Callingly lead.
- 3Choose a Notis webhook trigger and include the changed details plus a reliable Callingly lead identifier.
- 4Choose where Notis should send run reports.
- 5Test with one real lead update and check the resulting Callingly lead.
Questions about this workflow
What identifier should I include?
Provide the Callingly lead ID or other identifier supported by your connected action so Notis can target the intended lead. The Agencyzoom description does not specify a shared identifier.
Can this update lead status too?
The Callingly Update Lead action supports changing lead information, including status. Tell Notis which status change is appropriate based on the Agencyzoom information you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callingly. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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