Get Callingly Leads Requested by Email
Let Notis gather a lead list from a clear request in your inbox, using only filters stated or otherwise supplied.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Manual lead searches take time, and a vague request can lead to the wrong list or a repeat search.
- Retrieve leads for an email request with stated filter criteria.
- Reduce manual searching in Callingly.
- Prompt for missing scope before attempting a broad search.
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 give it a clear name.
- 3Tell Notis to list Callingly leads only when the new email gives usable filters, and to ask for clarification when the requested scope is unclear.
- 4Select the Agent mail New Email Received trigger and choose where run reports should go.
- 5Test with one real email that specifies a filter such as a date range or phone number.
Questions about this workflow
What kinds of filters can be used?
The listed action supports filters such as date range or phone number. Use only criteria available in the request or supplied by you.
Will this make changes to leads?
No. It lists matching leads for review.
Can Notis fill in missing filters?
Tell Notis to ask for clarification when it lacks enough information to define the requested lead 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
Trigger for new emails in an AgentMail inbox
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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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