Create Callingly Agents from Email Onboarding Requests
Capture the agent details in the onboarding email and register the agent in Callingly when the request is complete.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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
Agent onboarding can be delayed when details from an email need to be re-entered into another app.
- Turn complete onboarding requests into agent creation.
- Require the account ID and contact details stated by the action.
- Flag missing information instead of inventing agent details.
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 onboarding.
- 3Tell Notis to create a Callingly agent only when a new email clearly requests onboarding and provides the account ID and contact details; ask for any missing information.
- 4Pick Agent mail New Email Received and choose a destination for run reports.
- 5Test with one complete, authorized agent onboarding email.
Questions about this workflow
What details does the request need?
The listed action calls for the account ID and contact details. Include all information needed by the Callingly action.
Can this assign the agent to a team?
Agent creation is the listed action here. Team assignment is a separate workflow and requires a clear team and agent reference.
What if onboarding details are incomplete?
Have Notis request the missing details rather than create an agent with guessed information.
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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