Move client intake rows into Callingly
Record a new client in your intake sheet and let Notis create the corresponding Callingly client from the details provided.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Copying client intake details between a spreadsheet and Callingly adds steps when onboarding is already busy.
- Reduce repeated entry during client onboarding.
- Start Callingly setup from the intake record.
- Get a run report when the automation processes an entry.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome: create a Callingly client from each new intake row using the client details present there.
- 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports go.
- 5Test with one real intake row and review the created client.
Questions about this workflow
What should the intake row contain?
Include the client details Callingly requires. The workflow cannot supply missing details unless you include them in your instruction.
Will it create a client for every new row?
The trigger detects new rows. State any conditions for which rows should become clients in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Callingly. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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".
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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