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Notis

Deactivate Callingly access after offboarding

Close client access promptly when an offboarding decision is final.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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".

Why this helps

Access stays open because offboarding tasks are scattered across people and tools.

  • Reduce offboarding delay
  • Create a clear audit trail
  • Keep account access current

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Callingly in Notis once.
  • 2Create an automation that confirms the approved offboarding request.
  • 3Choose the notis_webhook trigger.
  • 4Select a report channel and test with one approved client id.

Questions about this workflow

Can this run on an unapproved request?

Your instruction can require explicit approval data before the deactivation action runs.

Does deactivation delete the client?

No, it toggles the client account status.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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