Review agent options for candidate follow-up
Bring available Callingly agent information into a recurring applicant review so your team can plan follow-up using the details on hand.
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
Candidate follow-up may be delayed when teams are unsure which agents are available to take the next step.
- See the current agent list during planning.
- Reduce manual navigation when preparing candidate outreach.
- Base decisions on returned agent details rather than assumptions.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which applicant review context to consider and which agent details to inspect.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with a real planning review and inspect the returned Callingly agents.
Questions about this workflow
Does this check each agent's schedule?
No. This workflow lists agents. Use the separate schedule action only when a specific agent schedule lookup is needed.
Does it assign calls to agents?
No. It retrieves agent information for review and does not assign or create calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Callingly. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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