Review a Callingly lead after its OneDrive brief changes
Keep lead context aligned whenever a brief changes.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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
Sales context gets stale when updated documents do not reach the calling workflow.
- Surfaces the latest lead context
- Makes review happen at the moment of change
- Creates a clear report for next steps
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Callingly in Notis once.
- 2Create a new automation and describe the lead review outcome.
- 3Tell Notis to identify the matching lead and retrieve its Callingly record after a brief update.
- 4Pick the OneDrive File Updated trigger.
- 5Select a report channel and test with one updated brief.
Questions about this workflow
How does Notis identify the lead?
It can use identifiers present in the file, such as a lead ID, email, or phone number.
Can it decide whether to call?
Yes, if you provide the decision rules in the prompt and the file contains enough context.
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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