Review lead follow-ups weekly in Notion
Create a weekly review entry that helps you spot leads worth revisiting from the Callingly context available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Leads can go quiet without an easy, recurring moment to check which ones still need attention.
- Create a weekly checkpoint for lead follow-up.
- Use the available history to identify records for review.
- Keep review results in a searchable database.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Notion once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to review available Callingly lead history weekly and add a Notion database row with records that may need attention.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with real available history and check the resulting row.
Questions about this workflow
Can it determine whether a lead is truly stale?
It can apply a review rule you specify to available timestamps or history. If those details are unavailable, it should report that rather than guess.
Does it update existing rows?
This workflow creates a row. Use a separate instruction and update action if you want to modify existing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Notion. A trigger fires from one place; an action lands in another.
Callingly triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Callingly and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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