Get a recurring view of your Callingly teams
Bring Callingly team records into a regular review alongside the context you provide from AgentQL.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Teams
Lists the teams associated with your account.
Why this helps
Team configuration checks can slip when you have to remember to open the calling platform and inspect each team.
- Review the teams returned by Callingly on a schedule.
- Apply your own team review criteria.
- Receive a single summary in your chosen report channel.
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 teams and summarize the returned records using the AgentQL context or 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
Does this include each team's agents?
This action lists teams. To inspect team users, the workflow would need to use the separate List Team Users action with a specific team ID.
Can it recommend team changes?
Notis can analyze returned team data against criteria you provide. Any missing baseline or desired configuration should be supplied in the instruction.
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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