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Notis

Keep team membership aligned after a reassignment

Send a Callingly team ID and the intended user list to Notis to update team membership.

Trigger

Webhook received

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

Action

Update Team Users

Replaces a team’s agent assignments; agents omitted from the new list are removed.

Why this helps

Reassignments can be left half-done when team membership updates require a separate manual step.

  • Apply the intended membership list to a named team.
  • Keep the reassignment request and team ID together.
  • Flag missing team or user details before an update.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Callingly once in the Notis portal.
  • 2Create an automation for team membership changes.
  • 3Tell Notis to update the specified Callingly team with the user list supplied in each webhook request.
  • 4Pick the notis_webhook trigger and set a report channel.
  • 5Test with one real reassignment request and verify the team users in Callingly.

Questions about this workflow

Does this add one person while preserving everyone else?

The request should state the intended user list for the update. Confirm how the Callingly action applies that list before relying on it for a partial change.

What should the request contain?

Include the Callingly team ID and the intended user 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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