Verify the lead behind new attachments
Keep uploaded proposals and evidence tied to the correct lead.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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
Attachments can enter a workspace without enough visible context for fast follow-up.
- Links files to lead context
- Reduces account mix-ups
- Improves follow-up readiness
Setup
Build it in a few focused steps.
- 1Connect Confluence and Callingly in Notis once.
- 2Create an automation named Attachment lead verification.
- 3Tell Notis to inspect each new attachment's page context and retrieve the matching Callingly lead.
- 4Pick the New Attachment Added trigger and choose a report channel.
- 5Test with one attachment and review the match.
Questions about this workflow
Can the media type filter be used?
Yes. Configure the available media type filter when selecting the trigger.
What if no lead matches?
Notis can report the unmatched attachment and page for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Callingly. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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".
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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