Get a Callingly Team's Agent Roster from Email
Answer a team roster request by retrieving the users associated with the Callingly team named in the message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Team Users
Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.
Why this helps
Roster requests can turn into a search through team settings just to find which agents belong to a team.
- Retrieve the agents for a specific team.
- Use a team ID in the request to keep the lookup precise.
- Reduce manual roster checks across apps.
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 team roster requests.
- 3Tell Notis to list users for the Callingly team identified in a new email, and ask for the team ID if it is missing.
- 4Pick Agent mail New Email Received and select a report destination.
- 5Test with one email that asks for a roster and includes a valid team ID.
Questions about this workflow
Does this change team membership?
No. It retrieves the users associated with a team.
Can it retrieve a roster by team name?
The action requires a specific team ID. Include one in the message or provide a reliable way to identify it.
What if the email is about a team but not its roster?
Tell Notis to run only when the email explicitly requests the team's agent 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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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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