Keep Callingly lead status current with Agiled
When a lead status changes in your Agiled process, send the update to Callingly in one simple handoff.
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
Keeping CRM and calling statuses aligned by hand creates uncertainty about who still needs a follow-up.
- Reduce status drift between sales and calling workflows.
- Make the intended update explicit in the handoff.
- Avoid manual record edits in Callingly.
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 update the matching Callingly lead with the status and identifier supplied in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead and verify its status in Callingly.
Questions about this workflow
Does Agiled automatically trigger the update?
No Agiled trigger event is listed here. The workflow starts when a request reaches the Notis webhook.
What if the handoff does not identify a Callingly lead?
Include the Callingly lead identifier and intended status in the webhook request. The workflow should report when it cannot match a record.
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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