Review Callingly leads on a schedule
Make lead review a regular routine and ask Notis to summarize the leads Callingly returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
Leads that need attention can get missed when reviewing them depends on remembering to search.
- Set a recurring time to review filtered leads.
- Summarize results from Callingly's lead list.
- Reduce ad hoc searches and context switching.
Setup
Build it in a few focused steps.
- 1Connect Callingly in the Notis portal once.
- 2Create an automation and state which leads and date period to review.
- 3Choose a Notis schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test one run and verify the filters and returned lead details.
Questions about this workflow
Can I use any filter I want?
The lead list supports filters such as date range and phone number. State the criteria you need and check that they are supported by the connected action.
Will it update the leads it finds?
No. This workflow lists leads and summarizes the returned information.
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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