See recent calls tied to a credential event
Give Notis a credential event and the call filters to check, then get the relevant Callingly history in a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Calls
Lists call records.
Why this helps
Checking call activity after a credential event can mean switching tools and searching records by hand.
- Retrieve call records using filters supplied with the request or prompt.
- Review recent follow-up activity in one report.
- Spot missing call activity for manual attention.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, specify the call filters to use and ask Notis to summarize relevant call records for the supplied credential event.
- 4Choose the Notis webhook trigger and send it a real event with the required filters.
- 5Choose a report channel, then test once and confirm the returned calls match the filters.
Questions about this workflow
Does this find a call from a certificate ID automatically?
Only if the request supplies useful filters and the Callingly call records support them. The listed action supports optional date range, team, and pagination filters.
Will this create or change a call?
No. The selected action lists call records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Callingly. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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