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Notis

Get a concise view of Callingly call activity

Schedule a regular review of Callingly calls. Notis can summarize the records returned for the reporting period you specify.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Calls

Lists call records.

Why this helps

Call activity can be hard to scan when you have to remember to open the dashboard and review records manually.

  • Review returned call records on a predictable cadence
  • Ask AI to summarize activity in plain language
  • Choose a report channel for each run

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.
  • 3Describe the reporting period and instruct Notis to list the relevant Callingly calls and summarize the returned records.
  • 4Pick the recurring schedule and choose where run reports should go.
  • 5Test with one run and check that the returned call set matches the period.

Questions about this workflow

Can the summary include information Callingly does not return?

No. The summary should be limited to data returned by the call listing and any baseline information you provide.

Can I filter the call list?

Specify supported criteria such as a date range, team, or pagination needs in your instruction.

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.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

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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