Review leads against parsed records on schedule
Set aside a predictable moment to check parsed records against the leads that need attention.
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
Useful lead details can be scattered across parsed files and Callingly, making periodic review slower and easier to skip.
- Create a consistent review point for parsed lead information.
- Retrieve Callingly leads using filters provided in the automation prompt.
- Keep the comparison grounded in records supplied by the user.
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, specify which user-provided parsed records and lead filters to review, then ask Notis to list relevant Callingly leads and summarize matches or gaps.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real review example.
Questions about this workflow
Does Airparser provide records to this scheduled workflow automatically?
No automatic Airparser event is listed. The records or source data to review must be supplied to the automation.
What does the Callingly action do?
It lists leads using filter criteria. Notis can summarize returned leads and compare them with the provided parsed records.
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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