List Callingly agents from Todoist
Get the current agent roster when you need to make a staffing decision.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Staffing questions stall when the agent roster is hidden in another system.
- Accelerates staffing decisions
- Shows current agents
- Reduces roster hunting
Setup
Build it in a few focused steps.
- 1Connect Todoist and Callingly in Notis once.
- 2Create an automation named Agent roster lookup.
- 3Tell Notis to list Callingly agents, applying any client filter named in each new Todoist task.
- 4Pick the Todoist New Task Created trigger and choose a report channel.
- 5Test with one staffing task.
Questions about this workflow
Can I filter by client?
Yes. Include the client account in the task and ask Notis to apply that filter.
Will it change agents?
No. It only retrieves the roster.
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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