Review the Callingly client roster monthly
Keep the client account list clean with a short monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Inactive client records accumulate when no one owns the cleanup pass.
- Keeps account records current
- Surfaces cleanup candidates
- Creates a lightweight governance routine
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation with your client review criteria.
- 3Choose a Notis cron schedule.
- 4Select where the monthly report should go.
- 5Test with one client roster run.
Questions about this workflow
Can the report separate inactive and unexpected clients?
Yes. Describe the categories and evidence Notis should use.
Does it delete records?
No. This workflow reviews and reports unless you explicitly choose a mutating action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Callingly. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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".
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.