See the current Callingly agent roster
Get a scheduled snapshot of the available Callingly users without manually opening the roster.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists agents available under your account.
Why this helps
Agent details can be easy to lose track of when onboarding and follow-up work use separate tools.
- Bring the available user list into a scheduled review.
- Scope the request to a client account when its ID is supplied.
- Report missing scope details instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation named for the agent roster review.
- 3Tell Notis to list Callingly users and summarize the returned roster, using a client account ID only when one is specified.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real run and verify the users against the Callingly roster.
Questions about this workflow
Can the workflow filter to a client?
Yes, when the request or instruction supplies the client account ID and Callingly supports that filter.
Does this create or update agents?
No. It lists users and summarizes the returned roster.
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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