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Notis

List every Callingly lead mentioned in a new slide

Make prospect review easy when one slide contains a whole group of leads.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

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

Batch lead references in a slide create a tedious search task before outreach can begin.

  • Handles multiple leads at once
  • Avoids repeated searches
  • Creates a clean review list

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Callingly in Notis.
  • 2Create an automation named Slide Prospect List.
  • 3Tell Notis to identify every lead reference in a new slide, query Callingly for matching leads, remove duplicates, and summarize missing matches.
  • 4Pick the Google Slides New Slide Added trigger and choose where reports should appear.
  • 5Test with a slide containing several lead names or phone numbers.

Questions about this workflow

Can it handle partial matches?

Instruct Notis to flag uncertain matches for review rather than silently selecting one.

Will it update Callingly?

No, it only lists and summarizes matching leads.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Slides 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

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

Create Outbound Call

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

ActionInstant

Create Client

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

ActionInstant

Create Team

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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