Refresh Lead Context When Documents Change
Bring new notes into the calling workflow while they are still useful.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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
Important deal updates stay buried in planning documents.
- Surface changing deal context
- Improve call preparation
- Reduce repeated document hunting
Setup
Build it in a few focused steps.
- 1Connect Google Super and Callingly in Notis.
- 2Create an automation named Updated Deal Document Review.
- 3Tell Notis to identify the related contact in each updated document, retrieve the matching Callingly lead, and summarize what changed for the next call.
- 4Pick Document Updated as the trigger and choose a report channel.
- 5Test with one real document.
Questions about this workflow
Can it monitor one document?
Yes. Set the trigger for a specific document or explain the matching rule.
What happens when no lead matches?
Ask Notis to report the missing match for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Callingly. A trigger fires from one place; an action lands in another.
Google Super 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
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 Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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".
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.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
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.
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 Super and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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