Keep Airtable callback tasks moving into Callingly
Let Notis check your Airtable callback list on a schedule and prepare eligible leads for a Callingly call.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Callback tasks can be easy to overlook when they live in a table you have to remember to check.
- Review due callback tasks without remembering to open Airtable.
- Create calls only for records your instruction identifies as due and ready.
- Get a run report showing what was processed or skipped.
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.
- 3In one instruction, describe how to identify due callbacks and when to create a Callingly outbound call.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real callback record and verify its details are sufficient for a call.
Questions about this workflow
How does Notis know which Airtable records are due?
Describe the status and due-date information you maintain in Airtable. Notis can use available records, but cannot infer a due date or callback status that is not stored there.
Can the schedule prevent repeat calls?
Describe how a record indicates it has already been called and ask Notis to skip it. If Airtable has no such status or history, add one before relying on duplicate prevention.
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
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