Check the Callingly agent roster before follow-up planning
Bring the agent roster into your campaign planning request, so you can see who is available to consider.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Users
Lists agents available under your account.
Why this helps
Planning follow-up can stall when you need to switch tools just to inspect the agent roster.
- Retrieve the available agent list for planning.
- Summarize agents with supplied campaign context.
- Reduce manual roster checks.
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 agents and summarize the returned roster using any planning criteria included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign planning request.
Questions about this workflow
Does listing agents confirm their live availability?
No. Use the agent schedule action when you need an agent's availability schedule. This workflow only lists agents.
Can the workflow assign agents to calls?
No. It prepares a roster summary for planning and does not change team assignments.
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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