Call Agiled-qualified leads through Callingly
Move a qualified lead from Agiled into a timely call without switching tools or re-entering the details.
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 lose momentum when someone has to notice the status change, open another app, and place the call manually.
- Reduce delay between qualification and first contact.
- Avoid re-entering lead and call details.
- Keep the handoff prompt and easy to review.
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 create a Callingly outbound call for a qualified lead, using the details in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified lead and confirm the call record.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Agiled trigger events are not available in this workflow package.
What lead details does it use?
Notis can use details included in the webhook request. Supply the call and lead details needed by Callingly.
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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