Get Callingly lead details during an Agiled handoff
Bring the current Callingly lead record into the same run report as an Agiled-related request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Retrieves the details of a specific lead.
Why this helps
People lose time reopening Callingly just to confirm lead details before deciding what to do next.
- Put current lead context beside the handoff.
- Reduce app switching before follow-up decisions.
- Use a confirmed lead identifier for the lookup.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Callingly lead identified in the incoming request and summarize its returned details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real Callingly lead identifier and review the report.
Questions about this workflow
Does this workflow change the lead?
No. It retrieves lead details from Callingly and reports the result.
What identifier is needed?
The incoming request should provide the Callingly lead ID so Notis can look up the intended lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Callingly. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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