Find the right agent for WhatsApp lead follow-up
See the available Callingly agents alongside lead conversations that need a follow-up decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Choosing who should own a conversation can take extra searching when agent details live elsewhere.
- Retrieve the available agent list during lead review.
- Keep routing decisions tied to actual agent records.
- Make assignment gaps visible before handoff.
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 lead routing review.
- 3Tell Notis to review recent 2Chat conversations needing follow-up, list Callingly agents, and summarize routing considerations using only details returned by the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real conversation and confirm the agent list is current.
Questions about this workflow
Does this assign leads or calls to agents?
No. It retrieves agent records and summarizes them to support a routing decision.
Can it recommend an agent based on expertise?
Only if that expertise is available in returned details or you supply the criteria in your instruction.
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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