Run a weekly sweep of Callingly leads
Keep lead follow-up visible with a short recurring review.
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 can go quiet while founders focus on urgent work and assume someone else is watching them.
- Surfaces neglected leads
- Creates a consistent review habit
- Reduces pipeline blind spots
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation named Weekly Lead Sweep.
- 3Tell Notis which lead filters to use, then list matching leads and summarize stale records or clear follow-up opportunities.
- 4Pick a Notis cron trigger with the desired weekly schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
What makes a lead stale?
Provide a time range or filter that Callingly supports, and Notis will use that supplied rule.
Does it update lead status?
No, it reports the matching leads for review.
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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