Verify client email before adding them to Callingly
Turn a client intake request into a Callingly client record after Abstract checks the email address.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client account under your agency.
Why this helps
Client setup can stall when contact details are mistyped or invalid.
- Catch email typos before creating a client record.
- Reduce repetitive checks during onboarding.
- Keep the intake decision and client creation together.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to validate the submitted email with Abstract and create a Callingly client only if it is valid.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client intake request.
Questions about this workflow
What information should the webhook include?
Include the email address and the client details Callingly requires to create the client.
What happens when Abstract rejects the email?
Tell Notis to skip client creation and report the validation result. The workflow relies on Abstract returning a clear result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Callingly. A trigger fires from one place; an action lands in another.
Abstract triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Abstract and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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