Review agents after campaign activity
Make campaign follow-up easier to route across your team.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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
Campaign spikes can overwhelm the person who normally handles every call.
- See available team members
- Support balanced routing
- Reduce post-campaign bottlenecks
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Callingly in Notis.
- 2Create an automation describing the campaign staffing review.
- 3Tell Notis to list Callingly users and summarize relevant follow-up options after each campaign event.
- 4Select the Mailchimp Campaign Trigger and report destination.
- 5Test with one campaign event.
Questions about this workflow
Can it update team assignments?
Use a separate workflow with the Update Team Users action after review.
Does it inspect schedules?
This workflow lists users only; use Get Agent Schedule for availability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Callingly. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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