Update Callingly Team Membership from Email
Route a clear team membership change request into Callingly using the team and agent details stated in the message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Team Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Why this helps
Membership changes get delayed when the requested team and agent list must be interpreted and entered manually.
- Apply a clearly specified membership list to a specific team.
- Keep the update grounded in the email's requested team and users.
- Ask about ambiguous changes before altering assignments.
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 membership requests.
- 3Tell Notis to update Callingly team users only when the email clearly identifies the team and intended agent list; request clarification for missing or ambiguous identities.
- 4Choose Agent mail New Email Received as the trigger and select a run-report destination.
- 5Test with an explicit, authorized membership update for a known team.
Questions about this workflow
Does this add users to a team?
The listed action updates the list of agents assigned to a team. Make the intended list explicit in the email request.
What if the email just asks to 'add Jordan'?
Have Notis ask for a reliable agent identity and the intended team before updating the membership.
Can this change an agent's priority or capacity?
No. Those settings use a separate Callingly action and are not part of this workflow.
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
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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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