Get Your Callingly Client List from Email
Make a clear directory request easier to handle by retrieving the Callingly client list from the email workflow.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Clients
Tool to list clients. use when you need to retrieve all clients associated with your account.
Why this helps
Simple directory requests can interrupt focused work when they require a separate login and manual lookup.
- Retrieve clients associated with the authenticated Callingly account.
- Handle directory requests without a manual app switch.
- Keep retrieval limited to an explicit request.
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 client-list requests.
- 3Tell Notis to retrieve the Callingly client list when a new email explicitly requests it, and use the returned list to answer or report the result.
- 4Pick the Agent mail New Email Received trigger and set a run-report destination.
- 5Test with one real email requesting the client directory.
Questions about this workflow
Does this create or change clients?
No. It retrieves the clients associated with the account.
Can it return only one client?
This action lists clients. If a particular client is needed, give Notis a reliable identifier so it can assess the returned list.
Will every incoming message retrieve the directory?
The instruction can limit retrieval to emails that explicitly ask for the client list.
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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