Create Callingly Clients from Email Requests
Turn a complete client onboarding email into a Callingly client record while keeping missing account information visible.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Client setup can become another manual task when the request arrives in an email but the record lives elsewhere.
- Handle a clear client creation request from the inbox.
- Keep client setup details tied to the original request.
- Avoid creating a record when important details are missing.
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 onboarding requests.
- 3Tell Notis to create a Callingly client only when a new email clearly requests it and supplies the required account details; ask for missing information instead of guessing.
- 4Select Agent mail New Email Received and set a run-report destination.
- 5Test with one real, complete client onboarding request.
Questions about this workflow
Will any email mentioning a client create a record?
No. Instruct Notis to require a clear client creation request and the information needed for the action.
What happens if the request is missing details?
Have Notis surface what is missing and wait for a complete request.
Does this activate the client?
No. Creating a client and activating or deactivating an account are separate actions.
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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