Find Callingly leads that may need a follow-up
Set a simple review rhythm for leads that have been waiting, using dates and status details already recorded in Airtable.
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
Leads can sit untouched when nobody has time to scan every record for dates and status.
- Surface records that meet your follow-up criteria.
- Use the dates and status data already in Airtable.
- Make a recurring review easier to complete.
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 what makes a lead aging and ask Notis to summarize matching records using available Airtable fields.
- 4Choose notis_cron as the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and verify the date and status criteria.
Questions about this workflow
Does Airtable need a date field for this review?
Yes, if age is part of your criteria. The table needs to contain a relevant date, and you should specify which date to use.
Will Notis know the last call date automatically?
Only if that information is available in Airtable or supplied to the automation. Notis cannot assume missing call history.
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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