Create a Callingly follow-up after a new file version
A revised lead file can restart the right follow-up at the right time.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Important revisions arrive after the original call plan has already gone stale.
- Catches meaningful revisions
- Prevents forgotten re-engagement
- Keeps follow-up tied to source context
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Callingly in Notis once.
- 2Create an automation describing when a new version warrants a call.
- 3Pick the OneDrive New Version Created trigger.
- 4Choose a report channel for created calls and skipped versions.
- 5Test with one real lead file version.
Questions about this workflow
Can it avoid duplicate calls?
Ask Notis to inspect the prior version and existing call history before creating a call.
Does it call on every version?
Only if your prompt says the changed content meets the follow-up criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Callingly. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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".
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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