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Notis

Bring Callingly team details into the handoff

Send a team ID to Notis when a campaign handoff needs current Callingly team context.

Trigger

Webhook received

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

Action

Get Team

Retrieves the details and configuration of a specific team.

Why this helps

Team setup details can interrupt a handoff when they require a separate search in the calling system.

  • Retrieve the team specified by the handoff.
  • Summarize only the configuration returned by Callingly.
  • Keep the team ID visible in the run report.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Callingly once in the Notis portal.
  • 2Create a new automation for team detail lookups.
  • 3Tell Notis to retrieve and summarize the Callingly team identified by each webhook request.
  • 4Pick the notis_webhook trigger and choose a report channel.
  • 5Test with one real team ID and confirm the returned configuration in Callingly.

Questions about this workflow

Does this change team settings?

No. It retrieves team details for a handoff summary.

What is needed to identify the team?

The webhook request must include the Callingly team ID.

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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