Keep lead records current with parsed details
Let extracted updates reach the lead record without another round of copying.
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
Contact details and lead statuses can drift when updates arrive in documents but do not make it back into Callingly.
- Reduce retyping details already extracted from documents.
- Update an existing lead when changed information is present.
- Surface ambiguous matches or missing identifiers in the run report.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to find the relevant existing lead and update it only when the parsed document provides a clear match and changed information.
- 4Choose the Notis webhook trigger and send parsed document data to its endpoint.
- 5Choose a report channel and test with one real document and its matching lead.
Questions about this workflow
Will this create a lead if no match is found?
No. This workflow updates an existing lead. Ask Notis to report when it cannot confidently identify one.
Can the workflow change lead status?
Yes, when the parsed data clearly supports a status update. Tell Notis how to interpret the status in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Callingly. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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