Keep client account details easy to review
Get a scheduled snapshot of Callingly client accounts in the channel where you already review run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Lists the clients associated with your account.
Why this helps
Client account checks can get deferred when each one means opening another system and finding the right list.
- Review returned client accounts in one summary.
- Keep account checks tied to current Callingly data.
- Spot empty or incomplete results in the run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation for the client account review.
- 3Tell Notis to list Callingly clients and summarize the returned accounts without inferring account status.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real run and verify the accounts against Callingly.
Questions about this workflow
Does this show whether a client is active?
The workflow can report account status only if that information is present in the returned Callingly records.
Will it activate or deactivate accounts?
No. This workflow lists client accounts for review.
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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