Create calling access for new risk owners
When ownership changes, give the right person a ready Callingly agent record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New owners wait for access while urgent risk tasks continue to age.
- Shortens owner onboarding
- Keeps identity details consistent
- Reduces access setup requests
Setup
Build it in a few focused steps.
- 1Connect 21risk and Callingly in the Notis portal.
- 2Create an automation for new owner access.
- 3Tell Notis to create a Callingly agent using the account id and contact details supplied by 21risk.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real owner assignment.
Questions about this workflow
What information is needed?
Provide the Callingly account id and the new owner's contact details in the webhook or prompt.
Does this assign the agent to a team?
No. Team assignment requires a separate workflow using a team action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Callingly. A trigger fires from one place; an action lands in another.
21risk 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.
21risk 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.