Create a Callingly agent from a new contact
Turn a new teammate contact into a ready Callingly agent.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
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.
Why this helps
Onboarding details sit in contacts while agent setup waits for manual entry.
- Speeds agent onboarding
- Uses existing contact details
- Creates a repeatable setup step
Setup
Build it in a few focused steps.
- 1Connect Outlook and Callingly in Notis once.
- 2Create an automation named New contact create agent.
- 3Tell Notis to create a Callingly agent only when the new contact is identified as a teammate and all required account details are present.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one real teammate contact.
Questions about this workflow
Will every contact become an agent?
No. Define the teammate criteria and required details in the prompt.
What if an account id is missing?
Notis can report the missing account information instead of creating the agent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Callingly. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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".
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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