Connect Salesforce to Callingly
When something happens in Salesforce, Notis takes the next step in Callingly. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Callingly
Call new Salesforce leads through Callingly
Start a Callingly outbound call when Salesforce creates a lead, so fresh prospects get timely attention.
Check Callingly lead context for new Salesforce contacts
When Salesforce creates a contact, retrieve matching Callingly lead details when the needed Callingly lead ID is available.
Start a Callingly call when an opportunity changes
Use Salesforce opportunity changes to prompt a Callingly call when your stated criteria indicate that a conversation is due.
Review Callingly calls after a Salesforce task completes
When a Salesforce task completes, list Callingly calls so Notis can prepare a concise activity review.
Review recent Callingly calls after contact updates
A Salesforce contact update can prompt Notis to list relevant Callingly calls for a relationship check-in.
Prepare a Callingly client for new Salesforce accounts
When a Salesforce account is created, create a corresponding Callingly client as an onboarding step.
Align Callingly client access with Salesforce account changes
Use Salesforce account changes to activate or deactivate a known Callingly client when your account process calls for it.
Start a Callingly call after monitored Salesforce record changes
Use a monitored Salesforce SObject change to start a Callingly call when your instruction identifies a reason to follow up.
Check agent availability for new Salesforce leads
A new Salesforce lead can prompt Notis to retrieve an identified Callingly agent's schedule before follow-up planning.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Callingly. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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".
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Callingly
Connect any two apps with Notis in the middle.
Salesforce and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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