Give every new Callingly lead a clear follow-up nudge
Capture the lead details once, then get a Slack reminder when it is time to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
A promising lead can slip away when call notes and follow-up plans live in different places.
- Keep the next follow-up visible in Slack
- Include the lead context in the reminder
- Reduce the chance of losing momentum after a handoff
Setup
Build it in a few focused steps.
- 1Connect Callingly and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Slack reminder with the lead details and requested follow-up time from each incoming Callingly webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead example and confirm the reminder has the right context and timing.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when it receives a request containing the Callingly lead details and follow-up timing.
Does Callingly automatically trigger this workflow?
Callingly has no listed trigger event here, so the workflow starts from a Notis webhook request. The request must include the lead information Notis should use.
Can Notis decide when the reminder is due?
The webhook should include the intended follow-up time, or your automation prompt should specify a clear timing rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Slack. A trigger fires from one place; an action lands in another.
Callingly triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Callingly and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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