List matching Callingly leads for new tickets
Find the right lead record before support decides on the next action.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Ambiguous customer details force manual searching across multiple records.
- Shorten record searches
- Handle ambiguous matches faster
- Improve routing confidence
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callingly in Notis once.
- 2Create an automation named Zendesk Ticket Lead Search.
- 3Tell Notis to list Callingly leads matching the ticket contact details and explain the likely match.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with a ticket containing a phone number or email.
Questions about this workflow
What filters can be used?
Describe filters such as phone number, email, date range, or other available lead details.
Will it update any lead?
No, this workflow only lists matching leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callingly. A trigger fires from one place; an action lands in another.
Zendesk triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Triggered when a new user is created in Zendesk.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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.
Zendesk and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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