Review Callingly client accounts on schedule
Keep the client roster easy to understand without another manual export.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Client account cleanup is easy to defer when it competes with urgent work.
- Keep the roster current
- Spot unexpected account changes
- Reduce administrative backlog
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation that lists clients and highlights records needing review.
- 3Pick a recurring schedule as the trigger.
- 4Choose a report channel and test with one run.
Questions about this workflow
Can it change client accounts?
This workflow lists and reports clients only.
How often should it run?
Choose a cadence that matches your account volume.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
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.
Timelinesai and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Callingly.