Know who is available for prospect follow-up
Review your Callingly agents on a regular schedule and make staffing gaps easier to spot.
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
Prospecting plans can stall when no one has checked which agents are available to handle follow-up.
- Makes agent coverage easier to review
- Helps spot staffing gaps before outreach
- Keeps the prospecting handoff visible
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Ask Notis to list Callingly agents and summarize the coverage details available for your prospect follow-up plan.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real agent-list review and confirm the details are useful.
Questions about this workflow
Does this check agent schedules?
No. It lists agents using the List Users action. Use Get Agent Schedule when you need a specific agent's availability schedule.
Can it assign prospects to agents?
This workflow reviews the agent list. It does not assign leads or make calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Callingly. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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