Turn confirmed agent offboarding into a Callingly action
Submit a clear offboarding request with the Callingly agent ID. Notis can delete the agent and report what happened.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Agent
Permanently deletes an agent from an account.
Why this helps
Offboarding tasks can linger when access cleanup depends on someone remembering a separate admin step.
- Connect an explicit offboarding request to the relevant action
- Identify the account by its supplied agent ID
- Keep a run report for the deletion attempt
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Instruct Notis to delete the supplied Callingly agent only for an explicit offboarding request that includes the agent ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one confirmed offboarding request and verify the intended agent ID.
Questions about this workflow
What must the request include?
Include the Callingly agent ID and an explicit instruction that the agent is being offboarded.
Can Notis determine the agent ID from a name?
Provide the agent ID in the request so the action targets the intended account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Callingly. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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