Adjust team agent settings from a request form
Respond to capacity changes without opening a separate admin workflow.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Priority and capacity requests sit in limbo while teams wait for manual configuration.
- Speeds capacity adjustments
- Keeps routing settings aligned
- Creates an auditable report
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation describing the team agent settings update.
- 3Tell Notis to update the identified team agent priority or capacity from each valid response and report the result.
- 4Pick New Form Response and select a report channel.
- 5Test with one approved request.
Questions about this workflow
What settings can this change?
Use it for the priority and capacity settings supported by action 2883.
Does this add an agent to a team?
No. It updates settings for an existing team agent.
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.
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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.
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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.
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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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