Search Callingly leads from WhatsApp conversations
Turn an incoming chat into a focused lead search in seconds.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
A busy inbox makes it hard to tell whether a WhatsApp sender is already in the pipeline.
- Spot existing leads sooner
- Avoid duplicate outreach
- Surface relevant records automatically
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Callingly in Notis.
- 2Create an automation that searches Callingly leads using sender information from each message.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose where reports should go and test with one real conversation.
Questions about this workflow
Which filters can be used?
Tell Notis to use the sender phone number, name, or other details present in the message.
Does this create a lead?
No, this workflow only searches existing leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Callingly. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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.
Timelinesai and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.