Turn a lead row update into a follow-up call
Update a lead record in Google Sheets and have Notis create a Callingly call from its current details when the row indicates follow-up is needed.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
A changed lead record can signal urgency, but remembering to act on every update is easy to miss.
- Act on updated lead details without scanning the sheet repeatedly.
- Keep the follow-up decision close to the record that prompted it.
- Use the existing row as context for the call.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome: when the looked-up lead row changes to indicate a call is needed, create a Callingly outbound call using its current details.
- 4Pick the Google Sheets Spreadsheet Row Changed trigger and choose where run reports go.
- 5Test with one real lead row update and review the Callingly call.
Questions about this workflow
How does Notis know which changes need a call?
State the condition in your plain-language instruction, such as a follow-up status appearing in the row. The trigger watches the selected row for changes.
Can I use a row that has not appeared yet?
The trigger can fire when the looked-up row appears, changes, or disappears. Use a row whose data provides the details needed for a call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Callingly. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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".
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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