Catch call outcomes that need an Agencyzoom follow-up
Let Notis scan recent call records and highlight the outcomes that match the review rules you set for your agency.
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
Important call outcomes can be buried in activity history, leaving follow-up dependent on someone remembering to check.
- Review recent call outcomes on a regular schedule.
- Apply escalation criteria you provide.
- Send a focused report to the channel where follow-up decisions happen.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe which call outcomes should be flagged using your Agencyzoom follow-up rules.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where Notis should send run reports.
- 5Test with one run and validate that the returned call records include the outcome details you need.
Questions about this workflow
Can the workflow change a lead automatically when it finds an outcome?
This workflow only retrieves call history. A separate instruction and supported action would be needed to change a lead; use human review when the appropriate status is unclear.
What if call records do not include the outcome I need?
The review can only evaluate returned fields. Supply missing context in your instruction or refine the criteria to use details the Callingly action returns.
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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