Match new subscribers to Callingly leads
See the right lead record before deciding how to follow up.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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
Switching between audience records and lead systems makes simple qualification easy to miss.
- Confirm existing lead history
- Avoid duplicate outreach
- Make better follow-up decisions
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Callingly in Notis once.
- 2Create a new automation and describe the lookup outcome.
- 3Ask Notis to find and retrieve the matching Callingly lead for each new subscriber.
- 4Choose the Mailchimp Subscribe Trigger and a report destination.
- 5Run one real subscriber through the automation to verify matching.
Questions about this workflow
What if no matching lead exists?
Notis can report the unmatched subscriber so you can decide whether to create a call or lead elsewhere.
Does this change the Callingly lead?
No. This workflow retrieves lead details only.
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.