Complete confirmed client offboarding in Callingly
Send a confirmed offboarding request and client ID. Notis can run the Callingly deletion action and report its result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Client
Deletes an existing client from your account.
Why this helps
Client account cleanup can be missed when the decision and the admin action happen in separate places.
- Tie the action to an explicit offboarding request
- Use the supplied client ID to target the record
- Receive a 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.
- 3Tell Notis to delete the supplied Callingly client only when the request clearly confirms offboarding and includes the client ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one confirmed request and verify the intended client ID.
Questions about this workflow
What information should be in the request?
Include the Callingly client ID and an explicit confirmation that the client account should be deleted.
Can this be used for temporary access changes?
No. This workflow deletes a client. Use an appropriate account activation action for access toggles.
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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