Bring Callingly lead context into a new contact handoff
Start with a new Salesforce contact and have Notis retrieve relevant Callingly lead details when you provide the identifier needed to find the record.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Contact details and calling context can live in separate places, making a handoff slower to prepare.
- Gather calling context during a new contact handoff.
- Reduce manual switching between contact and lead records.
- Keep record matching grounded in an identifier you supply.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callingly once in the Notis portal.
- 2Create an automation and describe how the contact should identify its Callingly lead.
- 3Pick the Salesforce New Contact Trigger.
- 4Choose a report channel and test with a real contact that has a known Callingly lead ID.
Questions about this workflow
Will Notis guess which Callingly lead matches?
No. Supply a reliable identifier or matching instruction; the listed action retrieves a lead by its ID.
What event starts the workflow?
It starts when Salesforce creates a new Contact.
When this happens · Trigger
Do this · Action
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.
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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No card. Works with personal or business Callingly.