Create Callingly client records from setup research
Gather client information with AgentQL, then pass the verified details into Callingly through Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client account under your agency.
Why this helps
Client setup can stall when verified information has to be copied manually into another system.
- Create a client record from verified setup information.
- Reduce manual copying between research and calling tools.
- Keep the setup instruction and result visible in a run report.
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 create a Callingly client when AgentQL sends the verified client details required by the action.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client setup example and review the run report.
Questions about this workflow
Can AgentQL create the client without review?
The workflow acts on the information sent to the webhook. Have AgentQL send verified setup details and state any review rules in your instruction.
Does this activate the client account too?
No. Creating the client and activating or deactivating an account are separate Callingly 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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