Create Callingly clients from intake
Move a signed-off client from intake to calling operations quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
New client setup is delayed by repetitive account entry after onboarding.
- Shorten onboarding handoffs
- Keep client details consistent
- Create a clear setup trail
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Callingly in Notis once.
- 2Create an automation describing the client creation outcome.
- 3Choose the notis_webhook trigger.
- 4Select a report channel and test with one approved intake payload.
Questions about this workflow
When should this run?
Send the webhook only after the client intake is complete and approved.
Can Notis validate missing details?
Yes, instruct it to stop and report missing required information before creating the client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Callingly. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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