Turn team staffing requests into agent assignments
Send the target team and requested agent list. Notis can update the Callingly team's assigned users and report the run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Team Users
Replaces a team’s agent assignments; agents omitted from the new list are removed.
Why this helps
Team membership changes can be forgotten when staffing decisions stay in chat or email.
- Turn a staffing decision into a team user update
- Keep the target team and requested agents explicit
- Get a report after the assignment action runs
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 update the supplied Callingly team with the agent list in each staffing request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request that includes a team ID and agent list.
Questions about this workflow
What details are needed?
Include the Callingly team ID and the agent list that should be assigned.
Does this create agents too?
No. The workflow updates team users. The agents should already exist in Callingly.
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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