Create Callingly clients from a clear intake request
Send client setup details through a webhook. Notis can check the request and create the Callingly client when it is complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client account under your agency.
Why this helps
Client setup gets delayed when intake information must be copied into Callingly by hand.
- Check intake details before account creation
- Reduce repeated entry between intake and Callingly
- Get a report of the creation 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.
- 3Tell Notis to create a Callingly client from each request when the required client details are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client intake request.
Questions about this workflow
What information should I include?
Provide the client details required by your Callingly account and make the requested client creation explicit.
Can Notis check the intake first?
Yes. Describe the required details in the instruction and have Notis create the client only when they are supplied.
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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