Review call history when a Typeform lead returns
See prior conversations before someone calls again.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Returning leads receive repeated questions because prior call history is hard to find quickly.
- Prevents duplicate outreach
- Surfaces prior attempts
- Improves conversation continuity
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation describing the call history review.
- 3Tell Notis to list relevant Callingly calls for the lead identified in each response and summarize dates, outcomes, and next steps.
- 4Select New Form Response and choose a report channel.
- 5Test with a known returning lead.
Questions about this workflow
Can I limit the date range?
Yes. State the date range or other supported filters in your prompt.
Does this create a new call?
No. It lists existing calls for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Callingly. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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