See team options when a WhatsApp lead needs a handoff
Bring the available Callingly teams into the review when a conversation needs a new owner.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Teams
Tool to list teams. use when you need to retrieve all teams associated with your account.
Why this helps
Handoffs slow down when you have to search for team options before deciding who should follow up.
- Retrieve current Callingly teams during a handoff review.
- Summarize lead context beside the routing options.
- Make unclear team ownership visible.
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 handoff review.
- 3Tell Notis to review recent 2Chat conversations that need a new owner, list Callingly teams, and summarize possible routing context using only details returned or criteria you provide.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real handoff example and verify the available teams.
Questions about this workflow
Does this reassign the lead or call?
No. It lists teams and prepares context for a human routing decision.
Can Notis choose a team?
Only when you supply clear routing criteria and the returned details support the choice; otherwise it should flag the decision 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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