Turn a qualified lead request into a Callingly call
Route a lead request through Notis, check its Airtable details, and create a Callingly call when the information is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
A promising lead can lose momentum while someone checks Airtable and manually starts a call in Callingly.
- Start the workflow from an HTTP request sent to Notis.
- Check Airtable for the lead details needed before creating a call.
- Report requests that cannot be matched to a ready-to-call lead.
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 how the incoming request identifies a lead, what Airtable details to check, and when to create a Callingly outbound call.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test by sending one real example request and confirm the matching Airtable lead is ready to call.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request needs enough information for Notis to identify the Airtable lead or locate its details.
What happens when Airtable does not contain enough information?
Instruct Notis to skip call creation and report what is missing. The workflow cannot supply lead or call details that are absent from the request and Airtable.
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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