Keep a concise call history recap with the Salesforce record
A scheduled review can turn relevant Callingly history into a short Salesforce note for easier handoffs.
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
Teams lose time reopening call history to reconstruct recent conversations before a handoff.
- Reduce repeat research before a handoff.
- Keep a concise recap with an identified Salesforce record.
- Summarize only the history available from Callingly.
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 name and summary prompt.
- 3Tell Notis to summarize relevant Callingly history into a Salesforce note for records with a valid Salesforce id, and report when no id is available.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real history example and check the note for accuracy and useful context.
Questions about this workflow
Will it summarize every call for every Salesforce record?
Only records that can be tied to the history with a supplied or otherwise available Salesforce id should receive a note.
Does Callingly history contain a full transcript?
The provided app description only promises call history, not transcripts. The summary should use only details actually returned.
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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