Review available Callingly agents after intake
Make assignment decisions with current agent availability and account context.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Dispatch decisions slow down when agent lists must be checked manually for every request.
- Speeds dispatch review
- Keeps assignment context current
- Reduces manual searching
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation with the agent review instruction.
- 3Tell Notis to list relevant Callingly agents for each response and summarize options using the submitted client or account context.
- 4Select New Form Response and choose a report channel.
- 5Test with one routing request.
Questions about this workflow
Does this assign an agent?
No. It lists agents for a decision. Use a separate assignment action when you are ready.
Can I filter by client account?
Yes, if the response includes the account context and your prompt requests that filter.
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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