Start Callingly client setup from Slack
When the team confirms a client is ready for setup, let Notis carry the complete 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
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Client setup can be delayed when the Slack decision is clear but the account creation step is forgotten.
- Carry a confirmed onboarding decision into account setup.
- Reduce repeated entry after a client is approved.
- Keep setup requests connected to their source discussion.
Setup
Build it in a few focused steps.
- 1Connect Slack and Callingly to Notis once in the portal.
- 2Ask Notis to create a Callingly client only when Slack explicitly confirms onboarding and includes the required client details.
- 3Pick Slack Channel Message Received as the trigger.
- 4Choose where run reports should go and test with one approved, complete client request.
Questions about this workflow
What should trigger client creation?
A clear Slack confirmation that the client is ready for setup, with the details Callingly requires.
Will brainstorming create a client?
The instruction should require an explicit confirmation and complete information.
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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