Connect Agent mail to Callingly
When something happens in Agent mail, Notis takes the next step in Callingly. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agent mail to Callingly
Turn an Email Call Request into an Outbound Call
Create a Callingly outbound call record when an Agent mail email clearly requests a call and includes the lead details needed to act.
Look Up a Lead Mentioned in a New Email
When a new email includes a Callingly lead ID, retrieve the lead details so the request can be handled with context.
Retrieve Call Details from an Email Reference
Look up a Callingly call when a new Agent mail email contains its call ID, making it easier to review call context alongside the message.
Check Call History for a Date Range in an Email
When a new email asks for a call-history review and provides a date range, list matching Callingly calls for review.
Retrieve Leads for a Clearly Scoped Email Request
When an email requests a lead list with clear filters, retrieve matching Callingly leads for review.
Retrieve the Callingly Client Directory on Request
When a new email asks for the current Callingly client list, retrieve clients associated with the account.
Retrieve Callingly Teams from an Email Request
Retrieve the Callingly team list when a new Agent mail email explicitly asks which teams are available.
Retrieve Callingly Agents from an Email Request
When an email explicitly requests an agent directory, retrieve the Callingly user list, optionally scoped to a client account when identified.
List Callingly Webhooks Requested by Email
Retrieve configured Callingly webhooks when an email asks for a webhook inventory or review.
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Callingly. A trigger fires from one place; an action lands in another.
Agent mail 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 Email Received
Trigger for new emails in an AgentMail inbox
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agent mail and Callingly
Connect any two apps with Notis in the middle.
Agent mail and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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