Find Agile CRM leads that need follow-up
Get a scheduled view of leads that may need a call, without repeatedly scanning CRM records by hand.
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
Leads without a timely next step can disappear among a growing list of CRM records.
- Creates a recurring review point for leads that meet known filter criteria.
- Cuts down on manual CRM scanning.
- Makes follow-up candidates easier to assess in one pass.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Callingly in Notis once.
- 2Create an automation in Notis and describe the lead review you want.
- 3Pick a Notis schedule and state the lead filters to use in your instruction.
- 4Choose where run reports go.
- 5Test with one real lead query and check that the returned leads fit your criteria.
Questions about this workflow
Does this workflow automatically call every lead it finds?
No. This workflow retrieves leads for review. It does not create a call or update lead status.
What criteria can I use?
List the filter criteria you want in your instruction. The lead listing supports filters, but the exact available fields should be confirmed for your account and request.
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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