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Notis

Check agent availability after a callback request

Confirm timing before promising a lead a callback.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent. use when you need to know which days and times the agent is available.

Why this helps

Callback commitments become unreliable when availability is checked after the handoff.

  • Sets realistic callback expectations
  • Reduces scheduling back and forth
  • Supports faster dispatch

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Callingly in Notis once.
  • 2Create an automation describing the schedule check.
  • 3Tell Notis to retrieve the requested Callingly agent schedule and report conflicts or matching windows from each response.
  • 4Pick New Form Response and choose a report channel.
  • 5Test with one callback request.

Questions about this workflow

Does this book the callback?

No. It retrieves the schedule so your team can decide the next action.

What if no agent is named?

Tell Notis to report that the response needs an agent selection.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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