Get a concise Callingly activity summary for Agencyzoom
Replace a manual activity sweep with a regular summary shaped around the sales questions your team wants answered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Preparing a useful sales activity update takes time when call records and agency context are checked separately.
- Reduce time spent assembling a recurring activity update.
- Focus summaries on the questions your agency needs answered.
- Make gaps or notable changes easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe the call summary questions and any Agencyzoom context to include.
- 3Choose a Notis cron trigger and set the reporting schedule.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the selected date range and returned calls are useful.
Questions about this workflow
Does this create an Agencyzoom performance report?
The listed action retrieves Callingly calls. Notis can summarize those calls and use Agencyzoom context you provide, but the package does not include an action that creates a report inside Agencyzoom.
Can I define a reporting period?
Yes. Include the desired period in your instruction and verify that the Callingly list action supports the needed filters in your connected setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callingly. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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