Refresh lead context after profile updates
Keep follow-up decisions aligned with the latest subscriber details.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in 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
Old contact details can lead to mistimed or misdirected calls.
- Use current subscriber information
- Catch changed contact details
- Keep outreach decisions grounded
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Callingly in Notis once.
- 2Create an automation describing the profile change review.
- 3Ask Notis to retrieve the related Callingly lead after each profile update and summarize differences.
- 4Pick the Mailchimp Profile Update Trigger and a report channel.
- 5Test with one edited subscriber.
Questions about this workflow
Does this overwrite Callingly data?
No. It retrieves the lead and reports the updated context.
What if the profile update has no matching lead?
Notis can flag it for manual review.
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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