Review Callingly agents supporting Agiled follow-up
Get the current Callingly agent list on a schedule and keep routing decisions visible in your regular workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists agents available under your account.
Why this helps
Routing can fall out of date when agent availability and CRM follow-up planning are checked separately.
- Bring the available agent list into a regular review.
- Make routing changes easier to plan.
- Reduce time spent manually checking the roster.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Callingly agents and summarize the roster for Agiled follow-up planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the returned agent list.
Questions about this workflow
Does this change agent assignments?
No. It lists agents for review; it does not update team membership or routing.
What starts the roster review?
A recurring schedule selected in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Callingly. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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