Keep course support client accounts in view
Use a scheduled client list review to keep account visibility current as your course support work grows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Account changes can be easy to miss when client setup sits outside the regular course operations routine.
- Make account review a repeatable task.
- See the client records Callingly returns in one report.
- Reduce manual navigation when checking account setup.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal; provide the course support context in your instruction.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to list Callingly clients and summarize the returned account details relevant to your review.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real client list and confirm the report is useful for your account review.
Questions about this workflow
Can it activate or deactivate accounts that look outdated?
This workflow only lists clients. Decide account changes after review and use an appropriate supported action separately.
Can it compare accounts to my Canvas courses?
The scheduled trigger provides no Canvas data. Supply a reference list or use a Canvas event workflow if you need course context.
Does the client list include all account details?
It returns the details available from the Callingly list action. Do not assume fields that the action does not provide.
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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