Review your Callingly client accounts regularly
Get a scheduled view of your Callingly clients, with your own research and review criteria included.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Lists the clients associated with your account.
Why this helps
Client account checks get pushed aside when they require opening and reviewing records one by one.
- See the client records returned by Callingly in one summary.
- Apply review criteria you provide to the scheduled run.
- Reduce manual account list checks.
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 clients and summarize the returned records using the AgentQL context or review criteria 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 this automatically deactivate clients that look inactive?
This workflow lists clients for review. Deactivation is a separate account action and should be based on a clear instruction and verified account identity.
Can Notis tell which clients are inactive?
Only if the returned data or context you provide supports that conclusion. Include the definition or baseline you want Notis to use.
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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