Apply Callingly team roster changes from Slack
Carry roster decisions through to the calling team. Let Notis update team users when Slack states the intended assignment clearly.
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 Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Why this helps
Team roster changes can be decided in Slack but left unapplied in the operating tool.
- Carry clear assignment decisions into Callingly.
- Reduce manual roster maintenance after team changes.
- Keep the source decision in the Slack thread.
Setup
Build it in a few focused steps.
- 1Connect Slack and Callingly to Notis once in the portal.
- 2Ask Notis to update Callingly team users when a Slack message explicitly requests a roster change and identifies the team and intended agents.
- 3Pick Slack Channel Message Received as the trigger.
- 4Choose where runs should be reported and test with one approved roster change for a known team.
Questions about this workflow
What does the action change?
It updates the list of agents assigned to a team.
Can this interpret an unclear discussion as approval?
Set the instruction to require an explicit roster-change request with the team and intended agents.
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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