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Notis

See the team members before handing work over

Send a team ID to Notis and get the Callingly users associated with that team.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Team Users

Lists the agents assigned to a team.

Why this helps

Unclear team membership can turn a straightforward handoff into a search for the right person.

  • Retrieve members for the specific team in the request.
  • Keep the handoff grounded in current roster data.
  • Avoid assuming who belongs to a team.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Callingly once in the Notis portal.
  • 2Create an automation for team membership checks.
  • 3Tell Notis to list the users associated with the Callingly team ID in each webhook request and summarize the returned roster.
  • 4Pick the notis_webhook trigger and set a report channel.
  • 5Test with one real team ID and check the roster against Callingly.

Questions about this workflow

Can this workflow add someone to the team?

No. It retrieves the current team users for handoff context.

What does the webhook need?

It needs the Callingly team ID to identify which users to list.

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.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

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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