Find course outreach leads on a schedule
Use a recurring lead review to see which Callingly records match your course outreach window, without opening another manual search each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Lead searches are easy to postpone when the criteria and follow-up window live in someone's head.
- Run a repeatable lead search on a schedule.
- Keep a consistent outreach window and filters.
- Bring matching leads into a report for review.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal; provide the relevant course or outreach context in your instruction.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the lead date range and any phone or other supported filters, and ask Notis to summarize matching records.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real search period and check that the returned leads match your criteria.
Questions about this workflow
Can it search leads by course?
Only if Callingly exposes a relevant filter or the course detail is included in the lead records. The available filters listed for this action include date range and phone number.
Will this workflow send a message or call?
No. It lists leads for review. Choose a separate workflow with a supported call action if you want to initiate calls.
What if my outreach window changes?
Update the instruction with the new date range or schedule context, then test the revised search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Callingly. A trigger fires from one place; an action lands in another.
Canvas triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Canvas and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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