Set up a Callingly agent for a new course owner
Reduce onboarding steps when a new course owner joins. Notis can create a Callingly agent from a new Canvas course event using details you supply.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
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.
Why this helps
When a new course owner needs phone follow-up access, registering them in another system adds another onboarding step to remember.
- Start Callingly agent setup from a new course event.
- Reduce manual re-entry during onboarding.
- Use a consistent instruction for the details needed to create an agent.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe when a new course should create an agent and provide the Callingly account id and the owner's required contact details.
- 4Pick New Course Created for User as the trigger and choose where run reports should go.
- 5Test with one real course and verify the agent details before enabling routine use.
Questions about this workflow
Does the Canvas event include everything Callingly needs to create an agent?
The event description does not guarantee that it includes the Callingly account id or all contact details. Supply any missing required information in the instruction or context.
Can it create an agent for every new course?
You can specify which new courses qualify. Make sure the course owner has the required details available.
Can Notis decide which Callingly client account to use?
Only if you provide that account id or make it available in connected context. Do not rely on Notis to infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Callingly. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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".
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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