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Notis

Update Callingly team agent settings from Slack

When the team agrees on a capacity adjustment, let Notis carry the specific request into Callingly.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

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

Small allocation decisions are easy to agree on in chat and easy to forget when updating team settings.

  • Keep agreed capacity changes from getting lost in chat.
  • Reduce repeated tool entry for team settings.
  • Apply clear changes to the identified team agent.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Callingly to Notis once in the portal.
  • 2Tell Notis to update a Callingly team agent's priority or capacity when Slack explicitly requests a change and identifies the team and agent.
  • 3Pick Slack Channel Message Received as the trigger.
  • 4Choose a run-report channel and test with one clear setting change for a known team agent.

Questions about this workflow

What settings can this action update?

It updates priority or capacity for a specific team agent.

What details should the Slack message contain?

Identify the team and agent, then state the intended priority or capacity change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Callingly. A trigger fires from one place; an action lands in another.

Slack triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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".

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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