Keep a filtered lead review on your calendar
Put a recurring lead list review on autopilot and bring the results to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Leads that need attention can stay buried until someone remembers to search for them.
- Retrieve lead records using specified filters.
- Make a recurring lead review easier to remember.
- Keep the returned list and summary in the run report.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your lead list review.
- 3In one instruction, ask Notis to list Callingly leads using the filter criteria you specify and summarize the returned records in the run report.
- 4Pick a recurring notis_cron schedule and choose where run reports should go.
- 5Test with one real run and confirm your filters retrieve the intended leads.
Questions about this workflow
Which filters can I use?
The List Leads action supports filters such as date range or phone number. Specify the filter criteria in your instruction.
Will this contact or update the leads?
No. This workflow retrieves the matching lead list for review.
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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