Register a new Callingly agent from onboarding
Pass the complete agent onboarding details to Notis and create the agent in Callingly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Agent
Creates a new agent.
Why this helps
Agent setup can become a dropped task when onboarding details are complete but registration requires a separate trip to Callingly.
- Turn a complete onboarding handoff into agent registration.
- Keep required account and contact details together.
- Report incomplete onboarding requests for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation for agent onboarding requests.
- 3Tell Notis to create a Callingly agent from each webhook request only when the account ID and required contact details are present.
- 4Pick the notis_webhook trigger and choose a report destination.
- 5Test with one real onboarding request and confirm the agent in Callingly.
Questions about this workflow
What should be included in the request?
Include the Callingly account ID and the contact details required to create the agent.
What happens when details are missing?
Instruct Notis to report the missing details and skip creation until the request is complete.
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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