Create Callingly clients from onboarding requests
Turn a complete client intake into a Callingly account with less manual setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Client onboarding slows down when intake details must be retyped into Callingly.
- Accelerates client setup
- Reduces transcription errors
- Creates a clear onboarding handoff
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation named Provision Callingly client.
- 3Tell Notis to create a Callingly client using the approved onboarding details in each HTTP request.
- 4Choose a Notis webhook trigger and select a report channel.
- 5Test with one real onboarding request.
Questions about this workflow
What should the request contain?
Include the client details required by Callingly and identify the request as approved.
Does it activate the client too?
No. Use a separate activation workflow when access should be enabled.
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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