Register Callingly agents from an intake form
Move qualified agent details from Typeform into Callingly without a second data-entry pass.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
Agent onboarding stalls while someone copies contact details into the calling system.
- Shortens agent onboarding
- Keeps submitted contact details together
- Reduces copy and paste mistakes
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create a new automation and describe the agent registration outcome.
- 3Tell Notis to create a Callingly agent from each response that includes the required account and contact details.
- 4Select New Form Response as the trigger and choose where reports go.
- 5Run one real test submission.
Questions about this workflow
Can this create an agent for every response?
Yes, if your prompt says which responses qualify and what to do when required details are missing.
Does Notis invent an account id?
No. The account id must be present in the response or supplied by your instruction.
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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