Retrieve Callingly Team Details from Email
When a message points to a specific team, pull its Callingly configuration details into the workflow.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Team
Tool to retrieve details of a specific team. use after obtaining the team id to fetch its configuration details.
Why this helps
A team question can require searching for an ID and reopening the conversation just to bring the right settings into view.
- Retrieve details for a specific team using its ID.
- Keep configuration questions linked to the email that raised them.
- Avoid confusing similarly named teams.
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 detail lookups.
- 3Tell Notis to retrieve Callingly team details when a new email includes a team ID; request a usable ID if it is absent.
- 4Select the Agent mail New Email Received trigger and a run-report destination.
- 5Test with one real email containing a valid team ID.
Questions about this workflow
Can it find a team from its name alone?
The listed action retrieves a specific team by ID. Include a team ID or another reliable means to obtain one.
Does this update team configuration?
No. It retrieves the team's details.
What happens when the ID is missing?
Instruct Notis to report that a team ID is needed rather than guess.
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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