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Notis

Keep lead status aligned with a content launch

When a launch changes what should happen next, keep the lead record current in the same flow.

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

A lead's next step can change after a launch, but the status update often gets lost between publishing and follow-up.

  • Keep relevant lead records aligned with a launch-related decision.
  • Reduce manual status updates after content goes live.
  • Use context from the webhook and returned records before changing a lead.

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 the launch conditions, the lead to update, and the specific status or details to change.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real launch and lead, then verify the updated Callingly record.

Questions about this workflow

Can a content webhook identify which lead to update?

It can if the request includes a lead identifier or enough information to find the lead. Otherwise, provide the identification rule in your instruction; Notis should not guess.

Can this update any lead field?

The available action updates lead information, including status, contact details, or blocking settings. Specify only changes supported by the record and your workflow.

Does Agility CMS supply the webhook trigger?

No. Agility CMS has no listed trigger events here. A Notis webhook starts the workflow when an HTTP request is sent.

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.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

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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