Review Callingly activity on a schedule
Bring recent call activity into a regular review so you can spot what needs attention without hunting through call records.
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 history spread across records makes it harder to see the follow-up work that remains.
- Makes call activity easier to review at a regular interval.
- Supports date range and other available call filters.
- Helps surface records that may need another follow-up step.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Callingly in Notis once.
- 2Create an automation and describe what call activity you want reviewed.
- 3Pick a Notis schedule and state the date range and filters in your instruction.
- 4Choose where run reports go.
- 5Test with a recent call range and check that the returned records are relevant.
Questions about this workflow
Can this workflow include every detail of each call?
It can only summarize details returned by the Callingly call listing. Use the call detail action separately when a specific call needs inspection.
Does Agile CRM trigger the review?
No. Agile CRM has no trigger events listed. This workflow starts on a Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Callingly. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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