Create Callingly Teams from Email Requests
A clear team setup email can become a Callingly team record, with incomplete configuration brought back for clarification.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Why this helps
Team setup requests can sit in the inbox while someone re-enters configuration details by hand.
- Convert explicit team setup requests into a team record.
- Keep the requested configuration attached to the original email.
- Avoid guessing at missing team settings.
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 setup requests.
- 3Tell Notis to create a Callingly team only when the email clearly requests team setup and includes required configuration details; ask about anything missing.
- 4Pick Agent mail New Email Received and select where run reports go.
- 5Test with a complete team setup request that is appropriate to create.
Questions about this workflow
Will this create a team from an informal mention?
The instruction should require an explicit team creation request and the needed configuration details.
Can it add agents to the new team?
Team creation is a separate listed action from assigning agents. This workflow creates the team record only.
What if required settings are unclear?
Have Notis ask for clarification rather than guess the configuration.
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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