See which leads need your attention
Bring a defined set of Callingly leads into a focused review, with unknown context called out clearly.
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
A growing lead list makes it difficult to notice which records need attention without searching and scanning them one by one.
- Review a defined group of leads on a dependable schedule.
- Reduce time spent searching through lead records manually.
- See missing filter or follow-up information before deciding what to do.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Callingly once in the Notis portal.
- 2Create an automation for scheduled lead review.
- 3Tell Notis to list Callingly leads using the review criteria you provide and summarize records that may need follow-up, identifying unavailable context.
- 4Pick the Notis cron trigger and set the recurring schedule; select where run reports should go.
- 5Test with one real run and check the returned leads.
Questions about this workflow
Does this automatically know which leads are stale?
Only if you provide a clear review criterion or the returned lead data supports one. Notis should state when a needed date or history field is missing.
Are filters configured in a separate mapper?
No. Describe the desired review criteria in the automation instruction. Notis automations are prompt-based.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Callingly. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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