Review Callingly clients every month
Keep the client directory aligned with how the business operates.
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
Client records drift when directory reviews happen only during onboarding or offboarding.
- Creates a predictable directory check
- Surfaces records needing verification
- Reduces manual client-list review
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation describing the monthly client review and the concerns to summarize.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose where run reports should go.
- 5Test one run and adjust the review prompt if needed.
Questions about this workflow
Can Notis identify inactive clients?
Only when Callingly provides the relevant status or you supply a baseline for comparison.
Will this deactivate clients?
No. It reports clients for review without changing access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Callingly. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
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.
Fireflies and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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