Check Callingly Agent Schedules from Email
Answer availability questions with the agent's actual Callingly schedule, prompted by the email that asks.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Agent Schedule
Tool to retrieve the availability schedule for a specific agent. use when you need to know which days and times the agent is available.
Why this helps
Finding an agent's availability means leaving a conversation and checking the schedule separately.
- Retrieve a specific agent's availability schedule.
- Keep the lookup connected to the request that needs it.
- Avoid guessing availability when the agent is not identified.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for schedule lookups.
- 3Tell Notis to retrieve an agent's Callingly schedule when a new email asks about availability and identifies the agent; ask for an identifier when needed.
- 4Choose Agent mail New Email Received as the trigger and select a report destination.
- 5Test with a real email that identifies an agent whose schedule can be retrieved.
Questions about this workflow
Can this check all agents at once?
The listed action retrieves a schedule for a specific agent. Identify the agent in the request.
Will it suggest an appointment time?
It retrieves availability. Any suggested time should be grounded in the returned schedule and the request's needs.
What if only a first name is given?
Ask Notis to request a clearer identifier when the agent cannot be confidently identified.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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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.
Agent mail and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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