Keep prospect outreach aligned with Workday changes
When a prospect record changes, bring the matching Callingly lead into view.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
Recruiters waste time reconciling changed prospect details across systems before calling.
- Expose updated prospect context
- Reduce duplicate record checking
- Improve outreach timing
Setup
Build it in a few focused steps.
- 1Connect Workday and Callingly once in Notis.
- 2Create an automation named Prospect lead review.
- 3Tell Notis to retrieve the matching Callingly lead using supplied identifiers and summarize changed contact or status details.
- 4Pick Workday Prospect Profile Changed as the trigger and choose a report channel.
- 5Test with one real prospect profile change.
Questions about this workflow
Can it handle contact information changes?
Yes. Ask Notis to highlight changed contact fields in the returned lead summary.
What if no matching lead exists?
Tell Notis to report that no match was found and stop.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Callingly. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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".
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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