Create Callingly clients from WhatsApp onboarding requests
Start client setup while the request is still in view.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
New client details get scattered across chats before anyone creates the account.
- Start onboarding faster
- Keep account details together
- Reduce copy and paste
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Callingly in Notis.
- 2Create an automation that creates a Callingly client when a message contains a confirmed client request.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose a report channel and test with one genuine onboarding message.
Questions about this workflow
Will every message create a client?
No. Instruct Notis to act only when the message clearly confirms a new client request.
What if required details are missing?
Tell Notis to report the missing information instead of creating an incomplete record.
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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