Turn agent onboarding details into a Callingly account
Submit the account and contact information for a new agent. Notis can check the request and create the Callingly agent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Agent
Creates a new agent.
Why this helps
Agent setup can stall when onboarding details need to be re-entered into a separate calling tool.
- Reduce repeated entry of onboarding details
- Check that the request includes the details needed to create an agent
- Get a run report for the registration 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 check each request for account and contact details, then create the Callingly agent when they are provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real agent onboarding request.
Questions about this workflow
What should the onboarding request contain?
Include the Callingly account ID and the agent contact details needed for registration.
Will incomplete requests create an agent?
Instruct Notis to create an agent only when the required account and contact details are present.
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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