Keep the Callingly team directory in view
Let Notis retrieve the Callingly team list on a schedule and make the results easy to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Teams
Lists the teams associated with your account.
Why this helps
A team directory is easy to forget until a handoff or setup task needs it urgently.
- Review the team directory without a manual lookup.
- Send a concise result to a familiar report channel.
- Keep the review grounded in returned Callingly data.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Callingly once in the Notis portal.
- 2Create an automation for the team directory review.
- 3Tell Notis to list Callingly teams and summarize the returned team records.
- 4Pick the notis_cron trigger and choose a report channel.
- 5Test with one real run and compare the summary with the Callingly team list.
Questions about this workflow
Can the summary include team members?
This action lists teams. Use a separate workflow with a team ID and the list team users action if member details are needed.
Will it make any team changes?
No. It retrieves and summarizes the team directory.
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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