Start with a clear view of recent calls
Get a scheduled summary of Callingly call records, with the time window stated in the automation instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Call activity spread across records is easy to postpone reviewing when the day is already full.
- Bring recent call records into one review.
- Use a stated time window instead of an assumed baseline.
- Send the summary to a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation named for the call activity review.
- 3Tell Notis to list Callingly calls for the time window you specify and summarize the returned records, noting any missing data.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real run and compare the summary with Callingly call records.
Questions about this workflow
How does the automation know which period to review?
State the time window in the instruction, such as calls from the previous calendar day. The workflow should not assume an undocumented baseline.
Can it identify why a call was missed?
Only if that reason is present in the call data returned by Callingly or supplied in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Callingly. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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