Review Callingly Call History from Email
Turn an emailed request for call history into a focused Callingly call list, using the date range given in the message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Finding calls for a requested period means leaving the inbox, reconstructing the date range, and searching manually.
- Use a date range stated in the email to retrieve calls.
- Make requested call history easier to review.
- Avoid inventing a time period when the request is unclear.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Callingly once in the Notis portal.
- 2Create a new automation in Automations, New Automation, and name it for call-history requests.
- 3Tell Notis to list Callingly calls when a new email requests call history and specifies a date range; ask for clarification if the range is missing or ambiguous.
- 4Pick the Agent mail New Email Received trigger and choose a report destination.
- 5Test with one real email that clearly states the requested date range.
Questions about this workflow
Can this retrieve all calls?
The listed action can list calls with optional filters such as date range, team, and pagination. The instruction should specify the scope requested.
Does it summarize the call records?
Notis may analyze returned data. Ask it to summarize the returned calls if that would help, while keeping the scope grounded in the available records.
What if the email does not specify dates?
Have Notis ask for the missing date range rather than assume one.
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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