Keep lead status aligned with call outcomes
Turn a call result into a status update without making someone revisit the lead record later.
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
Call outcomes are easy to forget when the CRM status still needs a separate manual update.
- Reduces missed status updates after a call.
- Uses the supplied call outcome as context for the update.
- Keeps the follow-up process moving with fewer manual record edits.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Callingly in Notis once.
- 2Create an automation and describe how a supplied call outcome should update the lead.
- 3Pick a Notis webhook trigger and provide its endpoint to the system that sends call outcomes.
- 4Choose where run reports go.
- 5Test with one real call result and verify the lead status in Callingly.
Questions about this workflow
Can Notis infer a call result without receiving one?
No. The webhook request must provide the call result and enough information to identify the lead and intended status.
Does this update the Agile CRM record directly?
The allowed action updates a Callingly lead. No Agile CRM write action is available in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Callingly. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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