Create Callingly clients from new task lists
Start a new task list and create the matching client record in Callingly.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
New engagements require duplicate setup before follow-up work can begin.
- Reduces onboarding duplication
- Keeps task and calling work aligned
- Creates a clear setup handoff
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Callingly in Notis.
- 2Create an automation that creates a Callingly client when a new task list clearly represents a new client.
- 3Pick New Task List Created as the trigger.
- 4Choose a report channel and test with a representative list name and notes.
Questions about this workflow
How does Notis know a list is a client?
Describe the naming or note convention that identifies client lists.
What if required client details are missing?
Notis reports the missing information instead of creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Callingly. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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".
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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