Keep Callingly lead follow-ups moving with reminders
Set a recurring nudge for leads that still need a response, using the lead information you provide to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Follow-up tasks can disappear beneath calls, meetings, and other work unless someone remembers to check the list.
- Create a regular prompt to revisit open lead follow-ups.
- Reduce reliance on memory for routine follow-up checks.
- Use WhatsApp to surface a concise reminder from supplied lead information.
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 to review supplied leads and send a concise reminder.
- 3Choose notis_cron and set the recurring schedule.
- 4Choose where run reports should go.
- 5Provide one real lead example to test; the schedule does not discover Callingly records unless you supply them.
Questions about this workflow
Does the schedule automatically retrieve Callingly leads?
No Callingly trigger or data retrieval action is listed here. Provide the leads or relevant follow-up details for Notis to review.
Can the reminder message reach any WhatsApp contact?
The listed Send message action delivers only if the recipient has texted first. For messages outside the 24-hour window, use an approved template.
Can the schedule decide which leads need a reminder?
Notis can analyze the data supplied to it, but the data must include the information needed to decide which follow-ups are still open.
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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