Move agent onboarding details into Callingly
When onboarding research has gathered the account and contact details, Notis can create the agent record in Callingly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Agent
Creates a new agent.
Why this helps
Re-entering agent details after gathering them elsewhere creates avoidable onboarding delays.
- Create an agent record from gathered onboarding details.
- Reduce repeated data entry during setup.
- Use a run report to confirm the workflow outcome.
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 agent when AgentQL sends the account ID and required contact details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real onboarding example and review the run report.
Questions about this workflow
What details are required?
The action description calls for the account ID and contact details. Include the information Callingly requires in the webhook request.
Will this assign the agent to a team?
This workflow creates an agent. Team assignment is a separate action and requires the relevant team and agent identifiers.
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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