Find the Callingly lead behind a new slide
Turn slide based lead references into a ready to use Callingly brief.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Teams waste time hunting through lead records after a presentation highlights a prospect.
- Shortens lead lookup time
- Surfaces current lead details
- Keeps presentation context attached
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Callingly in Notis.
- 2Create an automation named Slide Lead Lookup.
- 3Tell Notis to identify the lead name, email, or phone in each new slide, retrieve the matching Callingly lead, and summarize the record with the slide context.
- 4Pick the Google Slides New Slide Added trigger and choose a report channel.
- 5Test with a slide that names an existing Callingly lead.
Questions about this workflow
What identifiers can be used?
Use any identifier present in the slide that Callingly can match, such as a lead id, name, email, or phone number.
What happens when no match exists?
Notis can report that no matching lead was found instead of inventing a record.
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.
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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
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 Slides and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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