Turn Agencyzoom prospects into Callingly calls
Move a qualified prospect from Agencyzoom into a Callingly call without copying contact details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Why this helps
Prospect details and call requests can get separated when you switch between your agency CRM and calling tools.
- Reduce manual copying between sales tools.
- Start a call after a prospect is marked ready in your Agencyzoom process.
- Keep the call request tied to the prospect context provided in the webhook.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe when a prospect should become an outbound call.
- 3Choose a Notis webhook trigger and send it Agencyzoom prospect details when the prospect is ready.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect and confirm the Callingly call record is created.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when Agencyzoom or another configured process sends the prospect information and the instruction's qualifying context.
Does Notis place the call automatically?
The selected Callingly action creates an outbound call record. Confirm the action's behavior and required details in your connected setup before relying on it to initiate a live call.
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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