Check who is available in the team handling WhatsApp leads
See the agents tied to a specific team while reviewing conversations that need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Users
Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.
Why this helps
Knowing a team exists does not show who is currently associated with it for follow-up work.
- Retrieve agents for a specific Callingly team.
- Pair coverage information with current chat follow-up needs.
- Expose a missing team ID before lookup.
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 team coverage review.
- 3Tell Notis to review 2Chat conversations awaiting follow-up, list users for the identified Callingly team, and summarize coverage or missing team details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one known team and verify the returned agents.
Questions about this workflow
Can this list agents without a team ID?
The action lists users associated with a specific team, so Notis needs that team's identifier.
Does this assign a lead to an agent?
No. It retrieves team users to inform a coverage 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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