Review one Callingly team's assigned agents
See the agents associated with a specific team in a scheduled report, with your review criteria included.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Users
Lists the agents assigned to a team.
Why this helps
Checking who belongs to a team can take several steps, especially when the roster needs regular attention.
- Retrieve agents associated with a specified team.
- Review team membership on a regular schedule.
- Apply supplied criteria without manually assembling the roster.
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 users for the specified Callingly team and summarize them using the criteria or AgentQL context you provide.
- 4Pick the Notis cron trigger and choose the schedule and report channel.
- 5Test with one real team ID and review the report.
Questions about this workflow
What does this need to identify the team?
Provide the Callingly team ID in your instruction or otherwise ensure the automation receives it.
Can it change team membership?
No. This workflow retrieves the team users for review. Use a separate team user update action to change assignments.
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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