Review Callingly call history beside Airtable lead queues
Get a focused report that brings Callingly call history and Airtable queue context together for your next follow-up decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Call history and lead context live in separate places, making it harder to spot which queued leads need another look.
- Review call activity and lead queue context in one run report.
- Surface records that may need follow-up based on information available in both apps.
- Reduce app switching when reviewing recent calling activity.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe which Airtable queues and Callingly calls to review, and what situations to include in the report.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and check that the returned call and Airtable data support the review.
Questions about this workflow
Can this report prove that a queued lead was called?
Only when the available Callingly call data and Airtable details can be matched reliably. Tell Notis what identifiers to use, and treat uncertain matches as needing review.
Can Notis identify a missed follow-up automatically?
It can flag cases based on criteria you provide and data returned by the apps. A follow-up deadline or status must be present in Airtable or otherwise supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Callingly. A trigger fires from one place; an action lands in another.
Airtable triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
View Created
Triggers when a new view is created in an Airtable base.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Airtable and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.