Create a Callingly call from every qualified Trello card
Move a lead from Trello to a ready-to-dial Callingly call without retyping details.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Qualified leads sit in Trello while someone manually copies their information into the calling system.
- Reduces duplicate data entry
- Speeds up first contact
- Keeps lead handoffs consistent
Setup
Build it in a few focused steps.
- 1Connect Trello and Callingly in Notis once.
- 2Create an automation named for qualified Trello leads.
- 3Tell Notis to create a Callingly outbound call from each new card that contains complete lead and call details.
- 4Pick Trello New Card Trigger for the board.
- 5Choose a report channel, then test with one real lead card.
Questions about this workflow
What does the card need to include?
Include the lead and call details required by your Callingly account, such as contact information and the intended call context.
Can Notis decide which cards qualify?
Yes. State your qualification rule in the automation prompt, and Notis can evaluate the card content.
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
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No card. Works with personal or business Callingly.