Keep lead statuses current from incoming updates
Send a lead ID and fresh context through a webhook. Notis can interpret the update and revise the lead status in Callingly.
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
Lead records become unreliable when status changes stay buried in messages and notes.
- Turn supplied context into a clear status decision
- Update the identified lead without switching apps
- Keep the decision tied to the provided lead ID
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to interpret incoming context and update the supplied Callingly lead ID when appropriate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update that includes a valid lead ID.
Questions about this workflow
Does this workflow find the lead automatically?
The webhook payload should include the Callingly lead ID so Notis can act on the intended record.
Can AI decide which status to use?
You can describe your status rules in the instruction. Provide enough context in each request for Notis to apply those rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Callingly. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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