See how leads are progressing through your pipeline
Get a regular view of where leads sit and which stages may need attention, based on your Airtable records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
It takes effort to understand pipeline movement when stage details are spread across many lead records.
- Summarize lead stages in one review.
- Notice where follow-up may be slowing.
- Use your own stage definitions and criteria.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, define your pipeline stages and ask Notis to summarize the distribution and records needing attention using Airtable data.
- 4Choose notis_cron as the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the stage names match your process.
Questions about this workflow
Does this calculate stage duration?
Only if Airtable has the relevant dates and your instruction explains how to calculate it. Missing history must be supplied.
Does the review change lead stages?
No. This workflow reviews records and prepares a summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Airtable. A trigger fires from one place; an action lands in another.
Callingly triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Callingly and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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