Load Callingly leads for new ClickUp campaigns
Create the campaign list in ClickUp and let Notis retrieve the matching Callingly leads.
Trigger
List Created
Triggers when a new List is created.
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
Campaign setup slows down when lead retrieval is a separate manual task.
- Start campaigns with current lead data
- Reduce manual exports
- Keep campaign intent visible
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Callingly in Notis once.
- 2Create an automation for newly created campaign lists.
- 3Tell Notis to list Callingly leads using the filters and segment criteria stated in the list context.
- 4Pick the ClickUp List Created trigger.
- 5Choose a report channel, then test with one real list.
Questions about this workflow
Where are the filters specified?
Include the lead segment criteria in the list name, description, or automation instruction.
Does this modify Callingly leads?
No. It retrieves a list for review or planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Callingly. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Folder Deleted
Triggers when a Folder is deleted.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
List Created
Triggers when a new List is created.
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".
List Deleted
Triggers when a List is deleted.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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