Follow up with Callingly leads on WhatsApp
Turn a Callingly lead notification into a ready WhatsApp follow-up, with the lead context included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
New leads can wait while you switch between Callingly and WhatsApp to send the first follow-up.
- Reduce delay between a lead notification and a follow-up message.
- Keep the lead context from the incoming request close at hand.
- Avoid manually re-entering details when sending an eligible WhatsApp message.
Setup
Build it in a few focused steps.
- 1Connect Callingly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation with a name and a prompt describing the lead follow-up.
- 3Choose notis_webhook as the trigger and arrange for an HTTP request to start the automation with the necessary lead details.
- 4Choose where run reports should go.
- 5Test with one real lead example; WhatsApp message delivery depends on the recipient having texted first.
Questions about this workflow
Does Callingly provide an event trigger for this automation?
No Callingly trigger event is listed here. This workflow uses a Notis webhook, started by an HTTP request with the lead details needed for the follow-up.
Will a WhatsApp text always reach a new lead?
The listed Send message action delivers only if the recipient has texted first. Use an eligible approved template for messages outside the 24-hour window.
What lead details should the webhook include?
Supply the recipient's WhatsApp number and the context Notis needs to write an accurate follow-up. The request must provide any details Callingly does not expose through a trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Whatsapp. A trigger fires from one place; an action lands in another.
Callingly triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Callingly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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