Turn new lead meetings into call tasks
Give each qualifying new meeting a clear call next step without copying event details by hand.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
New meetings can land on the calendar without anyone remembering to create the related call task.
- Create call records for qualifying new meetings.
- Carry the event summary and timing into the call request.
- Keep new lead meetings from slipping through a manual handoff.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for new lead meeting call tasks.
- 3In one instruction, ask Notis to create a Callingly outbound call record only for new events that match your criteria and provide a stated attendee-to-lead matching rule.
- 4Pick the Event Created trigger and choose where run reports should go.
- 5Test with one real new event and confirm it contains the information your call record requires.
Questions about this workflow
Can I limit this to specific meetings?
Describe your criteria in the instruction. The trigger itself fires for new calendar events and does not provide a filter builder.
What if the new event has no lead details?
Provide a lookup rule or the missing lead information in your instruction. Otherwise Notis may not have enough context to create a useful call record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Callingly. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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".
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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