Keep your video outreach roster easy to review
A brief monthly roster check helps you plan the next round of video-led follow-up around the agents actually available in Callingly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Outreach plans can rely on stale assumptions about who is on the team, creating avoidable coordination work.
- Provides a regular checkpoint for the calling roster.
- Helps keep video outreach plans aligned with current agents.
- Reduces ad hoc roster checks when a campaign is already underway.
Setup
Build it in a few focused steps.
- 1Connect BytePlus Ark and Callingly to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one instruction asking Notis to list the Callingly agents relevant to your BytePlus Ark video outreach planning each month.
- 4Select a monthly recurring schedule and a channel for run reports.
- 5Test one run and confirm the roster is useful for your planning.
Questions about this workflow
Can the roster be limited to one client?
The list-users action supports filtering by client account. State the relevant account context in the instruction.
Does this change agent assignments?
No. It lists agents for review and makes no changes to team membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BytePlus Ark to Callingly. A trigger fires from one place; an action lands in another.
BytePlus Ark triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
BytePlus Ark and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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