Update Callingly agent details from a change form
Keep agent records current without a separate admin queue.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Agent
Tool to update an existing agent's details. use when you need to modify agent information post-creation.
Why this helps
Contact and profile changes sit unprocessed when they arrive through an intake form.
- Keeps agent records accurate
- Shortens admin turnaround
- Creates a visible change report
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation describing the approved update.
- 3Tell Notis to update the identified Callingly agent with the submitted changes and report the result.
- 4Select New Form Response and choose a report channel.
- 5Test with one approved change request.
Questions about this workflow
How does Notis know the request is approved?
Include an approval condition in the form or in your automation prompt.
Can this change schedules?
No. Use the separate Update Agent Schedule action for schedule changes.
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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No card. Works with personal or business Callingly.