Keep a clear view of your Callingly agents
Set a recurring roster check and any client filter you need. Notis can summarize the agents Callingly returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists agents available under your account.
Why this helps
Roster checks can slip when agent information is spread across account views and recurring admin tasks.
- Review the returned agent roster on a schedule
- Summarize the list to make changes easier to spot
- Use an optional client account filter when needed
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 list Callingly agents, apply any supplied client account filter, and summarize the returned roster.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test one run and confirm the roster matches the intended account scope.
Questions about this workflow
Can the roster be limited to one client?
Yes. Include the client account filter in the instruction when you need a scoped roster.
Does this update agents?
No. It lists and summarizes the returned agent records.
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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