Keep your Callingly agent roster easy to review
Get the current agent list delivered on a schedule so roster checks do not become another task to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Account roster checks are easy to postpone when onboarding and daily operations compete for attention.
- Retrieve the current list of agents on a schedule.
- Review available agents without navigating to Callingly.
- Keep the roster check in a predictable report.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the agent roster review.
- 3In one instruction, ask Notis to list Callingly agents, applying a client filter if you specify one, and summarize the returned roster in the run report.
- 4Pick a recurring notis_cron schedule and choose where run reports should go.
- 5Test with one real run and confirm the roster contains the agents you expect.
Questions about this workflow
Can I limit the roster to one client?
The List Users action can optionally filter by a specific client account. State the client criteria in your instruction.
Does this add or remove agents?
No. It retrieves the agent list for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Callingly. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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".
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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