Give repeat callers useful context before the next conversation
A scheduled history review can bring prior Callingly interactions together in a note on the matching Salesforce record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Repeat callers may have to restate context when previous interactions are hard to find before the next call.
- Make recent caller context easier to find.
- Reduce repeated discovery during follow-up.
- Keep recaps limited to returned call history.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a repeat caller summary prompt.
- 3Tell Notis to review available Callingly history for repeat callers and create a concise Salesforce note only when it can identify the matching record.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one repeat caller example and confirm identity and summary accuracy.
Questions about this workflow
How does it identify a repeat caller?
Use caller identity details and history returned by Callingly. If those details do not clearly identify a Salesforce record, the workflow should report the match is uncertain.
Does it include call transcripts?
Only if Callingly returns them. The described capability guarantees call history, not transcripts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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