Find a Callingly lead from a WhatsApp message
Check whether an incoming WhatsApp contact already has a Callingly lead record.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Without a quick lookup, teams can miss existing lead context or start duplicate follow-up work.
- Check for an existing lead while the WhatsApp conversation is fresh.
- Reduce manual searches across apps.
- Surface when the sender's phone number is unavailable or not enough to identify a match.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Callingly once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to search Callingly leads by the incoming WhatsApp sender's phone number and report matching lead details or that no match was found.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real inbound message from a number that you can check in Callingly.
Questions about this workflow
Does this create a lead if no match is found?
No. This workflow uses Callingly's lead listing action to search with available filters. It does not create a lead.
Can it identify a lead without a phone number?
Only if Callingly supports another relevant filter and that information is available. The provided action describes phone number as a filter, so include a sender number for the lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Callingly. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp 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.