Review Callingly call history from ClickUp
Change a task to Review and let Notis bring back the relevant Callingly calls.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Call history is often checked too late because it lives in another system.
- Review activity at the right moment
- Reduce manual history searches
- Support faster follow-up decisions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Callingly in Notis once.
- 2Create an automation for the status that signals call review.
- 3Tell Notis to list relevant Callingly calls using the date, lead, team, or other criteria stated in the task.
- 4Pick the ClickUp Task Status Updated trigger.
- 5Choose a report channel, then test with one real status change.
Questions about this workflow
What filters can be used?
State the available criteria, such as lead, team, date range, and pagination needs.
Does this create a call?
No. It retrieves call records for review.
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.
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.
Folder Created
Triggers when a new Folder is created.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Folder Deleted
Triggers when a Folder is deleted.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
List Created
Triggers when a new List is created.
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".
List Deleted
Triggers when a List is deleted.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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