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Notis

Update Callingly Agent Availability from Email

Translate a clear schedule change email into an update to the identified agent's Callingly availability.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Update Agent Schedule

Tool to update an agent's availability schedule. use when you need to set or override an agent's daily availability times.

Why this helps

Availability changes can be easy to miss when the request arrives by email and must be copied into a separate schedule.

  • Apply a specific agent schedule request from an email.
  • Use stated days and times to reduce re-entry.
  • Surface unclear schedule instructions before making an update.

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 agent schedule changes.
  • 3Tell Notis to update an agent's Callingly availability only when the email identifies the agent and states the intended days and times; ask about any ambiguity.
  • 4Pick Agent mail New Email Received and choose where run reports should go.
  • 5Test with a real, explicit schedule change request for a known agent.

Questions about this workflow

Can Notis infer the agent's timezone?

Do not assume a timezone that the email or account context does not provide. Include the intended timezone or ask for clarification.

Can it set different hours for each day?

The action updates daily availability times. State the desired schedule clearly in the request.

What if only a new start time is included?

Have Notis request the remaining schedule details needed to apply the change.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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