Check Callingly lead details when an AnyDB record needs review
Bring the relevant Callingly lead details into a Notis run when an AnyDB workflow flags a record for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Retrieves the details of a specific lead.
Why this helps
Checking a flagged record can mean switching tools and searching for the matching lead.
- Bring lead context into a review triggered by an AnyDB request.
- Reduce manual searching for the matching lead.
- Keep a run report with the lookup.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Callingly in the Notis portal once.
- 2Create an automation that retrieves the relevant Callingly lead details for a flagged record.
- 3Choose a Notis webhook trigger and send the matching lead identifier from AnyDB.
- 4Choose where Notis should send run reports.
- 5Test with one real flagged record and check the retrieved lead details.
Questions about this workflow
Does this change the Callingly lead?
No. It retrieves lead details for review and does not update the record.
What is needed to find the lead?
Supply the Callingly lead identifier in the webhook request or make it available through the connected apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Callingly. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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