Refresh matching agent details
Keep shared contact records current when profile information changes.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Update Agent
Tool to update an existing agent's details. use when you need to modify agent information post-creation.
Why this helps
Small profile changes can leave operational records inconsistent across tools.
- Reduce stale contact details
- Keep records consistent
- Avoid repetitive manual edits
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Callingly in Notis.
- 2Create an automation with an authorized agent-update outcome.
- 3Tell Notis to update the matching Callingly agent only when identity is confirmed and the changed data is appropriate.
- 4Pick the Mailchimp Profile Update Trigger and report channel.
- 5Test with one controlled profile update.
Questions about this workflow
Will it update any agent with a similar name?
The prompt should require confirmed identity before changing a record.
Can I limit which fields change?
Yes. State the permitted details in the prompt.
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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