See which launch calls may need another look
Turn call history and recent launches into a short review list, so the next step is easier to see.
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
After a launch, it is hard to tell whether outreach happened or whether a call still needs attention without checking several records.
- Review recent calls alongside launch context in one report.
- Surface call records that may need a human decision or another follow-up.
- Avoid repeating manual checks across content and call history.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, define the recent launches and call outcomes to review, and ask Notis to report calls that may need attention.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real launch and call history window, then verify the review report.
Questions about this workflow
Can Notis know that a lead needs another call?
Notis can analyze the call records and launch context that are available, but any rule about what counts as incomplete follow-up should be stated in your instruction.
Does this workflow create calls?
No. It uses Callingly's List Calls action to review records and report findings. A person can decide whether another call is appropriate.
What if call history does not contain the launch context?
Include a way to connect the records in the prompt or in the webhook or content data available to Notis. Missing information should be reported rather than inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Callingly. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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