Retrieve Call Details Mentioned in Email
When a message includes a Callingly call ID, bring the call details into the workflow without manually searching call history.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Call
Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
Why this helps
Call references in email can force a context switch into Callingly before you know what the message relates to.
- Retrieve call details from an explicit call ID in a new email.
- Keep the call reference and message connected in one workflow.
- Avoid ambiguous lookups based on incomplete context.
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 call reference lookups.
- 3In one instruction, ask Notis to retrieve Callingly call details when a new email contains a call ID, and report when no ID is present.
- 4Choose the Agent mail New Email Received trigger and select where run reports go.
- 5Test with one real email containing a Callingly call ID.
Questions about this workflow
Does the lookup use the email subject?
The listed action retrieves a specific call by its ID. The instruction should rely on an ID present in the email or otherwise provided reliably.
Does this make a new call?
No. It retrieves details for an existing Callingly call.
Can it process emails without a call reference?
It can report that a lookup needs a call ID, but it cannot safely identify a specific call without 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.
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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
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Tool to create a new outbound call record. use after gathering call and lead details.
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Tool to create a new client. use when adding a new client to your callingly account.
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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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