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Notis

Plan callbacks around agent availability

Check the agent schedule while reviewing WhatsApp callback requests, so the next step has useful availability context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent. use when you need to know which days and times the agent is available.

Why this helps

Callback requests can stall when no one knows which agent is available.

  • Retrieve availability for a specific agent during review.
  • Add schedule context to pending callback requests.
  • Highlight when an agent identifier is missing.

Setup

Build it in a few focused steps.

  • 1Connect 2Chat and Callingly once in the Notis portal.
  • 2Create an automation in Notis and name it for callback planning.
  • 3Tell Notis to review recent 2Chat callback requests, retrieve the relevant agent's Callingly schedule when the agent is identified, and summarize availability or missing details.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with a real callback request and a known agent.

Questions about this workflow

Will this schedule a call automatically?

No. It retrieves an agent's availability schedule to inform callback planning.

What if the agent is not identified in the chat?

Notis should report that the agent identifier is missing rather than choosing one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Callingly. A trigger fires from one place; an action lands in another.

2chat 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.

2chat and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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