Review Callingly clients every month
Keep client access and account housekeeping visible with one recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Client records accumulate quietly until outdated access or incomplete onboarding causes friction.
- Keep account records current
- Spot onboarding gaps
- Support cleaner access reviews
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis once.
- 2Create an automation named Monthly Callingly Client Review.
- 3Tell Notis to list clients and summarize records needing onboarding, activation, or cleanup attention.
- 4Pick a Notis cron trigger and choose a report channel.
- 5Run one test and review the recommendations.
Questions about this workflow
Does this activate or deactivate clients?
No, it reports candidates for review unless you create a separate approved action workflow.
Can the report focus on a subset?
Yes, describe the client scope or available filters in the instruction.
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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