Keep your Callingly client roster easy to review
Get a regular, concise view of the client accounts connected to your calling workflow.
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
A roster that is rarely reviewed can make it harder to notice accounts that need attention.
- Make client roster reviews routine.
- Summarize the available client list in one report.
- Reduce the effort of checking account records manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Callingly clients and summarize the roster, noting any criteria or comparison baseline you provide.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real example and review the returned client list.
Questions about this workflow
Can the report detect changes since the last run?
Only if a prior roster or comparison baseline is supplied or retained for comparison. Without one, Notis can summarize the current list.
Does this change client accounts?
No. It lists clients and reports on the returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Callingly. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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