Keep a regular view of your Callingly agents
Get the agent roster when you need it, with your own account filters and review criteria in the instruction.
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
It is easy to lose track of agent roster changes when checking the account is another task to remember.
- Review agents on a recurring schedule.
- Optionally narrow the list by a client account.
- Summarize results against context you supply.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Callingly once in the Notis portal.
- 2Create an automation in the portal or describe it to Notis from any channel.
- 3In one instruction, ask Notis to list Callingly agents, optionally for a client account, and summarize the results using the criteria or AgentQL context you provide.
- 4Pick the Notis cron trigger and choose the schedule and report channel.
- 5Test with one real run and review the report.
Questions about this workflow
Can I filter agents by client?
The List Users action can optionally filter by a specific client account. Include the account detail in your instruction.
Does this update the roster?
No. It retrieves the roster for review. Updating or deleting agents uses separate actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Callingly. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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