Make recurring lead reviews easier
Set a review rhythm for Callingly leads, with AgentQL research and criteria included in your Notis instruction.
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
Lead reviews get postponed when gathering the records and research takes too many steps.
- Review a filtered set of leads on a regular schedule.
- Include user-provided research or criteria in the review.
- Get a concise summary in the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Callingly once in the Notis portal.
- 2Create an automation in the portal or describe it to Notis from any channel.
- 3In one instruction, ask Notis to list Callingly leads using the filters you specify and summarize them using the AgentQL research or criteria you provide.
- 4Pick the Notis cron trigger and choose the schedule and report channel.
- 5Test with one real run and review the report.
Questions about this workflow
Can AgentQL automatically supply the research on each run?
Only if your AgentQL setup supplies it to the automation. Otherwise, include the research or criteria in the instruction or provide it to Notis.
Can I use any lead filter?
The list action supports filters such as date range or phone number. State the criteria you want and review whether the returned set fits your purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Callingly. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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