Create a Callingly client from every Typeform submission
Stop retyping new customer details after an intake form arrives.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
New client setup gets delayed when form responses sit in an inbox or spreadsheet.
- Reduces manual data entry
- Starts client onboarding faster
- Creates a consistent intake handoff
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to create a Callingly client from each new Typeform response using the submitted business and contact details.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one real submission.
Questions about this workflow
What starts this workflow?
A respondent completing and submitting the selected Typeform form.
What if the response lacks a required client detail?
Tell Notis how to handle missing information, such as leaving the field for review instead of guessing.
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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