Handle Callingly client offboarding from an Ably request
Turn a confirmed offboarding request into a Callingly client access update, using the client ID supplied in the event.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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".
Why this helps
Offboarding handoffs can leave client access active while someone waits to find the right account and update it.
- Reduce delay between a confirmed request and access change
- Use the client ID provided in the event
- Keep a run report of the attempted update
Setup
Build it in a few focused steps.
- 1Connect Ably and Callingly once in the Notis portal.
- 2Create an automation that deactivates the Callingly client named in a confirmed offboarding request.
- 3Pick the Notis webhook trigger and send the request with the client ID.
- 4Choose where Notis run reports should go.
- 5Test with one real, confirmed offboarding request for the intended client.
Questions about this workflow
Will it deactivate any client mentioned in a message?
Describe the confirmation requirement in your instruction and include the intended client ID in the request.
Can it activate a client too?
The workflow can be instructed to activate or deactivate, but this example is for confirmed offboarding.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Callingly. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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