Look up Callingly leads from webhook requests
Send a lead identifier and get the context back where your workflow runs.
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
External tools know a lead identifier but do not expose the Callingly context your team needs.
- Provides context at the point of need
- Reduces app switching
- Supports downstream automations
Setup
Build it in a few focused steps.
- 1Connect Callingly to Notis.
- 2Create an automation that retrieves the matching Callingly lead and summarizes its details.
- 3Pick a Notis webhook as the trigger and provide its endpoint to the sending system.
- 4Choose a report channel and test with one real lead identifier.
Questions about this workflow
Can the response be summarized?
Yes. Tell Notis which lead details the receiving workflow needs.
What if there is no match?
Notis reports that no lead was found so the source system can handle the exception.
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
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