Review Callingly leads after each subscription
Get a focused lead view whenever a new person joins your audience.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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
Lead context is scattered across tools, so promising subscribers can be overlooked.
- Surface related lead records
- Reduce duplicate research
- Create a repeatable qualification habit
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Callingly once in Notis.
- 2Create the automation and state the lead review outcome.
- 3Tell Notis to list Callingly leads relevant to each new subscriber and summarize matches.
- 4Select the Mailchimp Subscribe Trigger and report channel.
- 5Test with one subscriber and refine the prompt if needed.
Questions about this workflow
Can Notis filter the lead list?
Yes. Describe the phone, date, or other available criteria in the prompt.
Will it create calls automatically?
No. This workflow only lists and summarizes leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Callingly. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.