Recheck lead context after task updates
When the task changes, bring the latest lead context back into view.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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Important task edits can make the original lead research incomplete or outdated.
- Keeps research synchronized with new context
- Highlights changed priorities
- Avoids repeated manual lookups
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Callingly in Notis.
- 2Create an automation that uses the changed task information to retrieve and summarize the relevant Callingly lead.
- 3Pick Task Details Changed as the trigger.
- 4Choose a report channel and test by changing a task note with a lead identifier.
Questions about this workflow
What happens when no lead matches?
Notis reports that no matching lead was found so you can correct or enrich the task.
Can this run for one specific task?
Yes. The trigger monitors a specific Google Task when you configure it that way.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Callingly. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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".
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.