Get Callingly lead details before follow-up
Start with the lead record so the next conversation is based on available contact details and history, not guesswork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
A follow-up can stall when the person handling it has to search Callingly for the right lead record and reconstruct the context.
- Retrieve a specific lead using its confirmed id.
- Bring available lead details into a review report.
- Reduce manual searching before follow-up decisions.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the lead lookup and include the confirmed Callingly lead id in the incoming request.
- 4Pick a Notis webhook as the trigger and choose where run reports should go.
- 5Send one real test request and verify that the returned lead is the intended record.
Questions about this workflow
What identifier does this need?
It needs the Callingly lead id. Include the confirmed id in the webhook request.
Will it create a call or send a text?
No. This workflow retrieves a lead record for review. It does not initiate outreach.
Can it search for a lead by Canvas student name?
The action retrieves a lead by its id. Resolve the lead id before sending the request.
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.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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Tool to create a new outbound call record. use after gathering call and lead details.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
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Polls Canvas discussion topics for new messages.
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Tool to create a new team. use when setting up a team configuration before adding agents.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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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