Create a Callingly agent from Slack onboarding details
Capture the details once in the onboarding conversation, then let Notis create the agent record when the request is complete.
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
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
Agent onboarding details can be scattered across chat and delay setup in Callingly.
- Move complete onboarding details into the agent record.
- Reduce manual copying during setup.
- Avoid acting until the request includes necessary information.
Setup
Build it in a few focused steps.
- 1Connect Slack and Callingly to Notis once in the portal.
- 2Tell Notis to create a Callingly agent only when a Slack onboarding request explicitly approves setup and includes the required account and contact details.
- 3Pick Slack Channel Message Received as the trigger.
- 4Choose a run-report channel and test with one authorized onboarding request containing the required details.
Questions about this workflow
What information should Slack include?
Include the account identifier and agent contact details needed to register the agent.
Will a tentative mention create an agent?
Set the instruction to require an explicit onboarding request with complete details.
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.
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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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".
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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