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Notis

Keep Callingly follow-up context with the Airtable lead

Put a useful follow-up note beside the Airtable record your team already uses to track the lead.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Comment

Creates a new comment on a specific record within an airtable base and table.

Why this helps

Important call context can get separated from the record people check before their next follow-up.

  • Keep context attached to a specific lead record.
  • Make follow-up notes easier to find.
  • Reduce the need to search across separate tools.

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.
  • 3Describe in one instruction which webhook-provided follow-up context to add as a comment and how to identify the Airtable record.
  • 4Choose notis_webhook as the trigger and choose where run reports should go.
  • 5Test with one real example and confirm the comment appears on the intended record.

Questions about this workflow

Does this workflow create a new lead?

No. It creates a comment on a specific existing record in an Airtable base and table.

What does the webhook need to provide?

Provide the context to comment and enough information to identify the Airtable base, table, and record.

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.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

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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