Make recurring lead review easier to scan
Set a schedule and the lead filters you need. Notis can retrieve matching Callingly leads and summarize the results.
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
Lead reviews get pushed aside when they require manually reopening the same lists and scanning every record.
- Retrieve leads using the filters you specify
- Summarize returned records for a focused review
- Keep the review attached to a recurring schedule
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 which Callingly lead filters to use and how to summarize the records returned.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test one run and confirm the filters return the intended leads.
Questions about this workflow
What filters can I request?
The lead listing supports filters such as date range or phone number. Specify the criteria you need.
Will this change lead statuses?
No. This workflow retrieves and summarizes leads. It does not update lead records.
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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