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Notis

Check the Callingly lead behind every webhook event

Notis can pause the response long enough to verify the live lead record, giving you better context before the next action.

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

External alerts often arrive without enough current lead context to make a confident decision.

  • Verify live lead details
  • Reduce incorrect follow-up
  • Create consistent event handling

Setup

Build it in a few focused steps.

  • 1Connect Callingly in Notis.
  • 2Create an automation asking Notis to retrieve the lead identified by each webhook and summarize relevant details.
  • 3Choose a Notis webhook trigger and provide its endpoint to the sending system.
  • 4Select the report channel for results and missing identifiers.
  • 5Send one real event to test the lookup.

Questions about this workflow

Does this trigger a call automatically?

No. It retrieves the lead so the next decision is based on current information.

What if the lead cannot be found?

Notis can report the missing or ambiguous match for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Callingly. A trigger fires from one place; an action lands in another.

Coda triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

Coda and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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