Create Callingly clients from course onboarding
When a new support program needs a Callingly client, use its onboarding request to start account setup automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
A new course support arrangement can require account setup in multiple places, creating another manual task at launch.
- Start client setup from an existing onboarding request.
- Reduce repeated entry for new support arrangements.
- Keep the creation criteria explicit in one instruction.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe which onboarding requests should create a Callingly client and include the required client details in the request.
- 4Pick a Notis webhook as the trigger and choose where run reports should go.
- 5Test with one real onboarding request and verify the created client record.
Questions about this workflow
What client details are required?
The action description does not list all required fields. Include the details your Callingly account requires in the webhook request.
Can it reuse an existing client?
The create client action is for new clients. Check existing accounts before using it if duplicate creation is a concern.
Can the webhook trigger come from Canvas?
This workflow uses a Notis webhook. An external intake system must send the HTTP request.
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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