Create Callingly teams from setup requests
Convert a completed team request into a ready Callingly configuration.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Why this helps
Team setup requests get lost between intake forms and operations handoffs.
- Creates teams consistently
- Reduces setup turnaround
- Keeps requested configuration visible
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation and describe the team creation outcome.
- 3Tell Notis to create a Callingly team from each response that contains a valid team setup request.
- 4Pick New Form Response and select a report channel.
- 5Test with one submitted request.
Questions about this workflow
Can the form include team preferences?
Yes. Tell Notis to use the preferences supplied in the response when creating the team.
What happens if the request is incomplete?
Your prompt can ask Notis to report the missing details and skip creation.
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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