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Notis

Get the Callingly Team List from Email

Answer a team-directory request from the inbox by retrieving the teams in Callingly for review.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

List Teams

Tool to list teams. use when you need to retrieve all teams associated with your account.

Why this helps

Finding the available teams can mean pausing an email task to search another app and bring the information back.

  • Retrieve teams associated with the authenticated Callingly account.
  • Keep an explicit team-list request tied to the incoming email.
  • Avoid manual directory searches.

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-list requests.
  • 3Tell Notis to list Callingly teams when a new email explicitly asks for them, then report the returned teams.
  • 4Choose the Agent mail New Email Received trigger and select a run-report destination.
  • 5Test with one real email requesting the team list.

Questions about this workflow

Does this change team settings?

No. It lists teams associated with the account.

Can it provide details for a particular team?

This action lists teams. A separate Get Team action can retrieve details when a team ID is known.

Does a team name in any email trigger a lookup?

The instruction can require an explicit request for the team list so incidental mentions do not run the lookup.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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