Review Callingly clients automatically
Get a dependable client snapshot before account planning begins.
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 oversight slips when inventory checks rely on scattered notes and memory.
- Supports account planning
- Creates dependable snapshots
- Reduces manual list work
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation named Scheduled client review.
- 3Tell Notis to list Callingly clients and summarize the current inventory for the chosen review cadence.
- 4Pick a recurring schedule trigger and choose a report channel.
- 5Test with one real scheduled run.
Questions about this workflow
Can the report focus on active clients?
Yes. Ask Notis to apply the status filter supported by Callingly.
Can I send it to a team channel?
Yes. Choose the appropriate report channel during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Callingly. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist 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.