Update Callingly team users from intake
Keep team membership aligned with the latest staffing request.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Team Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Why this helps
Team membership changes are easy to miss when requests arrive outside the calling platform.
- Reduces membership drift
- Speeds staffing changes
- Creates a consistent handoff
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation describing the team user update.
- 3Tell Notis to update the specified Callingly team users from each approved response and report the resulting membership.
- 4Select New Form Response and choose a report channel.
- 5Test with one membership request.
Questions about this workflow
Can this remove users too?
Yes, if your prompt clearly describes the desired final user list and the action supports it.
What identifies the team?
The response must include the team id or another identifier available to Callingly.
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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