Create Callingly Calls from Email Requests
Keep callback requests moving. When an email contains the details needed for a call, Notis can create the Callingly call record for you.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Callback requests get buried in a busy inbox, leaving founders to re-read threads and manually create call records.
- Capture clear call requests without switching apps.
- Use details present in the email to prepare the call record.
- Avoid creating records when key information is missing.
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 give it a name.
- 3Tell Notis to create a Callingly outbound call record only when a new email clearly requests a call and provides the required call and lead details; ask for missing details instead of guessing.
- 4Pick the Agent mail New Email Received trigger and choose where run reports should go.
- 5Test with one real email that contains a call request and the details needed to create its record.
Questions about this workflow
Will every new email create a call?
No. The instruction can limit record creation to emails that clearly request a call and include the details needed for the Callingly action.
What if the email is missing call details?
Tell Notis to flag missing information and avoid guessing or creating an incomplete call record.
Does this place a phone call immediately?
The listed Callingly action creates an outbound call record. It does not say that it starts the call.
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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