Review a Callingly lead before you follow up
Bring the prospect research and the full Callingly lead record into one review step before deciding what happens next.
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
Switching between prospect research and a lead record makes it easy to miss useful context before reaching out.
- Retrieve the full lead record using its ID.
- Review prospect research alongside Callingly details.
- Prepare a follow-up decision with less context switching.
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 retrieve the Callingly lead details for the lead ID sent by AgentQL and summarize them for review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead ID and review the run report.
Questions about this workflow
Does this workflow place a call?
No. It retrieves lead details so you can review them before deciding on a follow-up action.
What does AgentQL need to provide?
It should send the relevant Callingly lead ID, along with any research context you want included in the review.
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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