Build a callback list around your upcoming content
Give each planned launch a ready list of leads worth following up with.
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
Planned content and lead lists live in separate places, making it easy to miss a timely callback opportunity.
- Review planned content and lead records in one scheduled pass.
- Create a focused list using outreach criteria written in plain language.
- Catch leads that match an upcoming launch without manually comparing apps.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, describe which planned content and lead criteria to review, and ask Notis to list matching Callingly leads.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real content plan and lead search, then confirm the results are relevant.
Questions about this workflow
Does this workflow place calls automatically?
No. It uses Callingly's List Leads action to find matching records. Review the results and decide which leads should receive follow-up.
What criteria can the review use?
Describe the content and lead criteria in the prompt. Callingly's List Leads supports filters such as date range or phone number, while any additional context must come from returned data or your instruction.
How often does it run?
You choose the recurring schedule in Notis. Use a cadence that fits how often your content plans and callback priorities change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Callingly. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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