Register Callingly agents from onboarding intake
Capture agent onboarding once, then let Notis create the Callingly agent with the details supplied by your intake workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Re-entering new agent details into a calling platform adds friction and creates opportunities for missing information.
- Reduce duplicate entry during agent onboarding.
- Use one consistent path for agent registration.
- Check that required details are present before creating an agent.
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 the onboarding conditions for creating an agent and include the Callingly account id and required contact details in the request.
- 4Pick a Notis webhook as the trigger and choose where run reports should go.
- 5Send one real test onboarding request and verify the created agent details.
Questions about this workflow
What needs to be in the webhook request?
Include the Callingly account id and the agent contact details required for creation. The action description does not enumerate every required field.
Can it create an agent without a request?
No. This workflow starts when an HTTP request reaches the Notis webhook.
Can it decide which account to use?
Provide the account id in the request or the automation context. Notis should not guess the target account.
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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