Reflect AimTell preference changes in Callingly
Keep a lead record aligned with the preference update you provide, without repeating the change by hand.
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A preference change recorded in one system can be missed in another, leaving lead records out of date.
- Process preference change details delivered to a Notis webhook.
- Update a Callingly lead when its identity and intended status are supplied.
- See a report when key details are missing or the update runs.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the identified Callingly lead using the intended status included in each request, and report requests that lack either value.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real preference-change example and verify the Callingly lead.
Questions about this workflow
Will Notis infer which Callingly status represents an AimTell preference?
No. Include the intended Callingly status in the request or clearly specify the status rule in your instruction. Notis should not invent a status mapping.
Can this run directly from an AimTell event?
AimTell trigger events are not available here. Start the workflow with a request to a Notis webhook that contains the preference change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Callingly. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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