Create Callingly agents from onboarding documents
Capture new agent details once and let Notis handle the setup handoff.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Action
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.
Why this helps
Agent information is collected in documents, then retyped into the calling system.
- Speed up agent onboarding
- Reduce transcription errors
- Create consistent records
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Callingly in Notis.
- 2Create the automation and describe the required agent details.
- 3Tell Notis to create a Callingly agent from each qualifying new document and flag missing information.
- 4Choose New Document Created, select a report channel, and test with one onboarding document.
Questions about this workflow
What if required agent details are missing?
Ask Notis to report the missing information and avoid creating an incomplete agent.
Can it create agents for every new document?
Set a qualification rule so only onboarding documents trigger creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Callingly. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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".
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 Docs and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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