Keep a weekly eye on your Callingly agent roster
Make roster changes visible before they affect coverage or ownership.
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
Agent lists change over time, but roster drift is easy to miss without a recurring check.
- Makes roster drift visible
- Supports onboarding reviews
- Reduces ownership confusion
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation named Weekly Agent Roster.
- 3Tell Notis to list Callingly agents, compare the result with the roster context you provide, and summarize changes or missing assignments.
- 4Pick a Notis cron trigger with your preferred weekly cadence.
- 5Choose where reports go and test with one real run.
Questions about this workflow
Can it compare with a list outside Callingly?
Yes, supply the expected roster context in the instruction or connected request.
Does it remove agents?
No, it only lists and reports roster differences.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Callingly. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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