Find lead details from Todoist tasks
Start with the task you already wrote and get the complete lead context in Callingly.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Founders lose time hunting for lead records before taking the next action.
- Surfaces lead context quickly
- Prepares the next follow-up
- Cuts app switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Callingly in Notis once.
- 2Create an automation named Lead context from Todoist.
- 3Tell Notis to find the Callingly lead matching each new Todoist task and summarize the returned details.
- 4Pick the Todoist New Task Created trigger and choose a report channel.
- 5Test with one task containing a lead name, phone number, or lead id.
Questions about this workflow
How does Notis identify the lead?
It uses identifiers present in the task, such as a lead id, phone number, or name.
Where does the result appear?
Notis sends the run report to the channel you choose.
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.
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 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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