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Notis

Keep lead status aligned with website changes

Turn a meaningful website change into a timely Callingly lead update when the correct lead can be identified.

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

A change on a prospect's site can matter to follow-up, but the lead record may stay stale until someone remembers to revisit it.

  • Connect relevant monitored changes to lead record upkeep.
  • Avoid relying on memory to revisit a lead after a site change.
  • Update only when the finding identifies the intended lead and supported status.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Callingly once in the Notis portal.
  • 2Create an automation for website-change lead updates.
  • 3Tell Notis to use an incoming Agenty change to identify the matching Callingly lead and update only supported lead information; report when identity or status is unclear.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real website change and verify the updated lead.

Questions about this workflow

What if the website change does not identify a Callingly lead?

Notis should report that the lead cannot be confidently identified and avoid updating an uncertain record.

Can this workflow invent a lead status based on a page change?

No. The instruction should only use a status supported by the finding or supplied by you.

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.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

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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