Keep a scheduled view of your Callingly agents
Ask Notis to retrieve the Callingly agent roster on a schedule, so the current list is easy to review when you need it.
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
An outdated mental picture of the team makes it harder to know who is available for the next operational decision.
- Make the current agent list easier to find
- Avoid repetitive manual roster checks
- Review results in your chosen report channel
Setup
Build it in a few focused steps.
- 1Connect Ably and Callingly once in the Notis portal.
- 2Create an automation that retrieves the Callingly agent list for review.
- 3Pick a recurring Notis schedule as the trigger.
- 4Choose where Notis run reports should go.
- 5Test with one run and confirm the roster output is useful.
Questions about this workflow
Can I limit the list to a client?
Yes. Include the client account filter in your instruction if you know which client to review.
Does this change agent details?
No. It retrieves the list of agents for review.
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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No card. Works with personal or business Callingly.