Audit your Callingly agent roster automatically
Keep the roster visible before staffing gaps affect response times.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Roster drift goes unnoticed when agent lists are checked only after a problem appears.
- Catches roster drift earlier
- Supports staffing reviews
- Reduces surprise coverage gaps
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation that asks Notis to list agents and compare the result with the baseline you provide.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Select a report channel for audit results.
- 5Test with one current roster run.
Questions about this workflow
Where does the baseline come from?
Provide the expected roster or review rule in your prompt; Callingly supplies the current list.
Can this change the roster?
No. It reports findings with action 2878.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Callingly. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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