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Notis

Update Callingly agent details from a request

Keep agent records aligned with approved changes as they arrive.

Trigger

Webhook received

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

Action

Update Agent

Tool to update an existing agent's details. use when you need to modify agent information post-creation.

Why this helps

Small agent record changes wait in queues and become stale.

  • Apply approved changes faster
  • Keep agent records current
  • Reduce administrative handoffs

Setup

Build it in a few focused steps.

  • 1Connect Callingly in Notis and configure a Notis webhook trigger.
  • 2Create an automation that updates the identified agent from an authorized payload.
  • 3Pick the webhook trigger and choose a report channel.
  • 4Send one real update payload to test the workflow.

Questions about this workflow

What if the agent id is missing?

Notis should report the missing identifier and avoid making a change.

Can it update any field?

Only update details supported by the Callingly action and included in the request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai 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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Create Outbound Call

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

ActionInstant

Create Client

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

ActionInstant

Create Team

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

ActionInstant

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

Delete Agent

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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