Check Callingly leads from new tasks
Create a lead review task and get the Callingly record without leaving ClickUp.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
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
Lead review stalls when the team has to search Callingly manually.
- Speed up lead qualification
- Centralize the request
- Surface current lead information
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Callingly in Notis once.
- 2Create an automation for new lead review tasks.
- 3Tell Notis to retrieve the matching Callingly lead using the identifier in the task and summarize key details.
- 4Pick the ClickUp Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
How does Notis find the lead?
The task must include a Callingly lead identifier or another identifier supported by your connected setup.
What happens if no lead is found?
Notis can report that no matching record was returned.
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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