Find the Callingly lead for an Agiled phone number
Check which Callingly lead matches a phone number before deciding on a next step in your Agiled process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Leads
Lists leads.
Why this helps
A contact can be hard to find when the handoff has a phone number but no Callingly lead ID.
- Search using the phone number already in the handoff.
- Reduce duplicate or misdirected follow-ups.
- Review matching records before taking action.
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 search Callingly leads using the phone number in the incoming request and report matching results.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real phone number and inspect the results.
Questions about this workflow
Does this workflow create or update a lead?
No. It searches lead records and reports the matches.
What if several leads match?
Notis can present the returned matches for review. Supply additional identifying details if you need to distinguish them.
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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