Keep calling capacity aligned with sales changes
A meaningful opportunity change can prompt a capacity adjustment for the Callingly team agent you identify.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update Team Agent Settings
Tool to update settings (priority, capacity) for a specific team agent. use when adjusting an agent's priority or call capacity after team configuration.
Why this helps
Call capacity can lag behind changing sales demand when updates and team settings are managed separately.
- Connect a sales event to a stated capacity decision.
- Make operational adjustments easier to trigger and review.
- Use explicit team and agent details for the setting change.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callingly once in the Notis portal.
- 2Create an automation and state the opportunity conditions, team agent, and intended capacity update.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where reports go and test with a real opportunity and known team and agent IDs.
Questions about this workflow
What can the action change?
It updates settings such as priority or call capacity for a specific team agent.
Will Notis determine the right capacity automatically?
Your instruction needs to define the conditions and intended change; no capacity baseline is supplied by the listed events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Callingly. A trigger fires from one place; an action lands in another.
Salesforce triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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Contact Updated
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Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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Tool to create a new team. use when setting up a team configuration before adding agents.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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