Call qualified Agile CRM leads through Callingly
Move a ready-to-talk lead into a call without copying details between your CRM and dialer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Why this helps
Qualified leads can cool off while someone transfers their details and remembers to start a call.
- Reduces delay between qualification and a first call.
- Keeps lead details with the call request.
- Avoids a manual handoff between CRM and calling tools.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Callingly in Notis once.
- 2Create an automation in Notis and describe the outcome in one instruction.
- 3Pick a Notis webhook trigger and provide the endpoint to the system that signals lead qualification.
- 4Choose where run reports go.
- 5Test with one real qualified lead and confirm the call record is created.
Questions about this workflow
Does Agile CRM provide a trigger for this automation?
No Agile CRM trigger event is listed here. Start the automation with a Notis webhook, which an HTTP request can trigger.
What should the webhook request include?
Include the lead's call details, such as a valid phone number and any useful context. The calling request needs sufficient lead and call information.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.