Retrieve Callingly lead details from webhook data
Give downstream workflows current lead context as soon as they ask for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Systems often pass only an identifier, leaving someone to open Callingly and fetch the full record manually.
- Adds current lead context
- Removes manual record searches
- Supports faster follow-up
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation named Webhook Lead Lookup.
- 3Tell Notis to retrieve the Callingly lead named by each request and return the relevant details with the request context.
- 4Choose a Notis webhook trigger and provide its endpoint to the sending system.
- 5Choose a report destination and test with one real lead identifier.
Questions about this workflow
Which lead identifier should be sent?
Send a Callingly lead id or another identifier that the connected action can use reliably.
Does this change the lead?
No, it retrieves and summarizes the existing 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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