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Notis

Route reassigned tasks to Callingly

When ownership changes, Notis can turn the handoff into a Callingly call.

Trigger

Task Assignee Updated

Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.

Action

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

Why this helps

Reassigned tasks often lose momentum while the new owner figures out what to do next.

  • Make reassignment actionable
  • Reduce handoff delays
  • Keep call context in the task

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Callingly in Notis once.
  • 2Create an automation for reassigned call follow-up tasks.
  • 3Tell Notis to create a Callingly outbound call only when the reassignment represents a phone follow-up, using task details.
  • 4Pick the ClickUp Task Assignee Updated trigger.
  • 5Choose a report channel, then test with one real reassignment.

Questions about this workflow

Will every reassignment create a call?

No. Instruct Notis to act only when the task context indicates a phone follow-up.

Can the task identify the right caller?

Include the intended caller or team details in the task if Callingly needs them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Callingly. A trigger fires from one place; an action lands in another.

Clickup triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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".

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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