Register Callingly agents from Zendesk users
Turn a newly added Zendesk teammate into a ready Callingly agent without repeating setup work.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
New team members wait for calling access while admins copy details between tools.
- Speed up teammate onboarding
- Keep contact details consistent
- Reduce admin handoffs
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callingly in Notis once.
- 2Create an automation named Zendesk User to Callingly Agent.
- 3Tell Notis to create a Callingly agent when the new user is an operator who needs calling access.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one eligible new user.
Questions about this workflow
Can every Zendesk user become an agent?
Tell Notis the eligibility rule in the instruction, such as users with a support role.
What if required agent details are missing?
Notis can report the missing information instead of creating an incomplete agent.
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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