Keep client account context close to lead conversations
See which Callingly client accounts exist while reviewing 2Chat conversations that mention client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Client context can be scattered between customer conversations and account records.
- Retrieve the current Callingly client list for review.
- Compare conversation references with account records.
- Surface possible account mismatches for human follow-up.
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 client account review.
- 3Tell Notis to review recent 2Chat conversations that reference client accounts, list Callingly clients, and summarize clear matches or possible gaps without assuming unmatched names are the same client.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a few conversations and known client accounts.
Questions about this workflow
Does this create or activate a client account?
No. It lists existing Callingly clients and summarizes account references for review.
Can it match similar company names?
It can suggest possible matches based on returned information, but uncertain matches should be flagged for review.
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.
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.
2chat and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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