Review call history with company context
Bring recent call records together with current website information for the companies involved, then get a concise report of relevant context and missing details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Call records show activity, but reviewing them without company context can make follow-up decisions harder.
- Review call activity and company context in one report.
- Use defined call date and team criteria.
- Spot records with missing company information.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Callingly once in Notis.
- 2Create an automation from Automations, New Automation, or tell Notis what outcome you want.
- 3Specify the Callingly call date range or filters and what Airtop should research for each relevant company.
- 4Choose a Notis cron trigger and set the schedule, then choose where run reports should go.
- 5Test with a real call record and confirm the company context is relevant.
Questions about this workflow
Does Callingly provide a transcript for every call?
This workflow uses only the call details returned by Callingly. Do not assume a transcript or other unavailable field exists.
Can the report state why a call succeeded or failed?
Only when the call record or supplied context supports that conclusion; otherwise it should report the available facts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Callingly. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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