Create a Callingly client from a new Trello board
Launch the customer workspace and Callingly client account together.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Customer work begins in Trello while the matching Callingly account remains a manual follow-up task.
- Aligns customer setup
- Reduces launch delays
- Creates consistent account records
Setup
Build it in a few focused steps.
- 1Connect Trello and Callingly in Notis once.
- 2Create an automation for customer workspace boards.
- 3Tell Notis to create a Callingly client when a new Trello board represents an approved customer and includes the required account details.
- 4Pick Trello New Board Trigger.
- 5Choose a report channel and test with one approved customer board.
Questions about this workflow
How does Notis know a board is for a customer?
Define the board naming, metadata, or approval rule in the automation prompt.
Can incomplete boards be skipped?
Yes. Tell Notis to report missing account details and wait for a complete request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Callingly. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Activity Trigger
Triggered when there is activity in Trello.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Card Trigger
Triggered when a card is created in the specified board
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".
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.