Review Callingly calls every day
Start each day with a focused view of call activity that needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Important follow-up gets buried in call history when nobody reviews it consistently.
- Surface missed follow-up
- Reduce manual reporting
- Create a reliable daily habit
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation named Daily Callingly Call Review.
- 3Tell Notis to list the prior day's calls and summarize unanswered or high priority follow-up.
- 4Pick a Notis cron trigger and choose a report channel.
- 5Run one test using the current day's available data.
Questions about this workflow
What period is reviewed?
Tell Notis the date range, such as the previous calendar day.
Where does the report go?
Choose a report channel while creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callingly. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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