Review recent Callingly calls on a schedule
Set a recurring review so call activity is easier to scan without opening a report from scratch.
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 easy to overlook when it takes a manual search to see what happened.
- Create a recurring point to review recent call activity.
- Summarize calls returned by Callingly for the selected period.
- Receive a run report in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Callingly in the Notis portal once.
- 2Create an automation and describe the call activity you want reviewed.
- 3Choose a Notis schedule trigger and specify the review period in the instruction.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the returned call list covers the intended period.
Questions about this workflow
Does this send a call or update a record?
No. It lists calls for review and can summarize the returned results.
Can it report a trend over time?
Only if the relevant comparison period or baseline is available in the returned data or supplied in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Callingly. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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