Add phone context to public lead research
Give your lead review a consistent phone check, with source pages attached to the results.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Why this helps
Lead lists assembled from public pages can be inconsistent, and switching between sources and lookup tools slows down triage.
- Research only the public pages you specify.
- Keep each extracted number tied to its source page.
- Use returned phone details as context for your own lead triage criteria.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Callerapi once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then name it and describe the outcome.
- 3In one instruction, provide the public business pages and your triage criteria, then ask Notis to check extracted E.164 numbers with Callerapi and summarize evidence against those criteria.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one page and verify the result keeps the source and lookup details together.
Questions about this workflow
Does Callerapi decide whether a lead is qualified?
No. Callerapi returns phone information. Provide your own lead criteria and have Notis summarize how the available evidence relates to them.
Can it use a preexisting lead list?
Yes. Include the list or page URLs in the instruction and specify which numbers or pages to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Callerapi. A trigger fires from one place; an action lands in another.
Agenty triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Dispatch Reports Manually
Manually sends today’s spam complaint reports by webhook; enterprise accounts only.
Get User Information
Retrieves the authenticated user's profile and credit usage.
List Webhook Subscriptions
Retrieves all configured webhook subscriptions for daily spam reports; enterprise accounts only.
Subscribe to Daily Spam Reports
Subscribes to daily spam report webhooks; enterprise accounts only.
Test Webhook
Sends a sample webhook payload to test an endpoint; enterprise accounts only.
Unsubscribe from Daily Reports
Stops daily spam report webhooks for a specified URL; enterprise accounts only.
Connect any two apps with Notis in the middle.
Agenty and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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