Adjust Callingly team agent settings from Trello
Turn an operations decision in Trello into the right Callingly capacity and priority settings.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Update Team Agent Settings
Tool to update settings (priority, capacity) for a specific team agent. use when adjusting an agent's priority or call capacity after team configuration.
Why this helps
Capacity decisions are documented in Trello but take too long to reach the live team configuration.
- Applies decisions faster
- Keeps routing aligned
- Reduces configuration drift
Setup
Build it in a few focused steps.
- 1Connect Trello and Callingly in Notis once.
- 2Create an automation for approved capacity decisions.
- 3Tell Notis to update the relevant Callingly team agent settings when the Trello card records a confirmed priority or capacity change.
- 4Pick Trello Card Updated Trigger.
- 5Choose a report channel and test with one approved change.
Questions about this workflow
Which settings can this update?
Use it for the priority and capacity settings supported by the Callingly action.
Can it handle several agents?
Describe the affected team agents in the card and instruction, then test with a small change.
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.
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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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