Create a Callingly client from an approved meeting request
Turn an approved conversation into a ready client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
New client setup gets delayed when meeting decisions must be copied into a separate system.
- Shortens client onboarding
- Adds an AI review step before creation
- Keeps the request and outcome traceable
Setup
Build it in a few focused steps.
- 1Connect Callingly in the Notis portal.
- 2Create an automation and describe when an approved webhook request should create a client.
- 3Choose the Notis webhook trigger and paste the endpoint into the requesting workflow.
- 4Choose where run reports should go.
- 5Send one real approved request to test the created client.
Questions about this workflow
What must the webhook include?
Include the client details Notis needs, such as identifying and contact information, and any approval context.
Can Notis stop incomplete requests?
Yes. Tell it to report missing details instead of creating a partial client.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.