Make call history easier to review
Get a recurring snapshot of Callingly calls so you can spot follow-up activity without opening another dashboard first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Call activity is easy to overlook when reviewing it depends on remembering to check a separate system.
- Create a consistent moment to inspect recent calls.
- Reduce the need to remember a manual dashboard check.
- Use returned call records to summarize activity, with any missing context identified.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Callingly once in the Notis portal.
- 2Create an automation and name it for your call history review.
- 3Tell Notis to retrieve Callingly call records for the review period and summarize the returned activity, noting unavailable details.
- 4Pick the Notis cron trigger and set the recurring schedule; choose where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Does this retrieve calls from Agenty?
No. Agenty is the source app in this package, but it exposes no trigger events. This workflow uses a Notis schedule and the Callingly List Calls action.
Can the summary include the reason for every call?
Only when that information is present in the returned call records. Notis should identify details that are unavailable rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Callingly. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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