Review Callingly client accounts alongside Agiled
Keep a current view of Callingly client accounts close to your regular account-planning work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Lists the clients associated with your account.
Why this helps
Account reviews slow down when the client list and CRM planning happen in separate places.
- Surface the current client roster on a schedule.
- Support regular account planning with a concise report.
- Reduce manual list gathering.
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 clients and summarize the roster for Agiled account planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the returned client list.
Questions about this workflow
Does the roster review activate or deactivate clients?
No. It lists client accounts and reports the results.
What starts the report?
A recurring Notis schedule starts the run.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.