Make client account reviews easier to finish
Set a recurring check of Callingly clients. Notis can list the accounts and summarize the information returned.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Lists the clients associated with your account.
Why this helps
Client account reviews compete with daily work and are easy to forget without a routine.
- Create a regular checkpoint for client account review
- Summarize the client records returned by Callingly
- Choose where each review report is delivered
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 list Callingly clients and summarize the account information returned.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test one run and confirm the output is limited to the returned client records.
Questions about this workflow
Can Notis determine which accounts are inactive?
Only if the returned client records include that information or you provide the criteria and needed data.
Does this workflow change client accounts?
No. It retrieves and summarizes the client list.
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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