Get Callingly Agents from an Email Request
Make agent-directory requests easier to answer by retrieving the Callingly user list from the inbox workflow.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
An agent lookup can turn a short email request into a manual search and context switch.
- Retrieve the available Callingly agents when asked.
- Use a client filter only when its scope is clear.
- Keep a simple directory lookup within the email workflow.
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-list requests.
- 3Tell Notis to list Callingly users when a new email explicitly asks for an agent directory, using a client filter only if the email identifies one.
- 4Pick Agent mail New Email Received and choose where run reports go.
- 5Test with one email requesting agents for a known client, or the unfiltered directory.
Questions about this workflow
Can the lookup be limited to one client?
The action optionally filters by client account. Use that filter only when the request identifies the client clearly.
Does this create agents?
No. It retrieves a list of existing agents.
What if the email asks for an agent but gives no client?
The instruction can list users without a client filter, or ask for clarification if a scoped list is required.
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.
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.
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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