Pull Callingly leads from Todoist criteria
Write the list criteria once and let Notis retrieve the matching leads.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Prospecting lists take too long to assemble when criteria live in one app and data in another.
- Speeds list building
- Uses task-based criteria
- Keeps prospecting organized
Setup
Build it in a few focused steps.
- 1Connect Todoist and Callingly in Notis once.
- 2Create an automation named Lead list builder.
- 3Tell Notis to list Callingly leads using the filters and date or phone criteria in each new Todoist task.
- 4Pick the Todoist New Task Created trigger and choose a report channel.
- 5Test with one task containing clear lead filters.
Questions about this workflow
Which filters can be used?
Use filters supported by Callingly, such as date range or phone number, and state them in the task.
Does it alter lead records?
No. It only retrieves matching leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Callingly. A trigger fires from one place; an action lands in another.
Todoist triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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