Review Callingly call activity in one Gmail digest
Set a recurring schedule for Notis to gather the available Callingly call activity into a readable Gmail digest draft.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Checking call activity one lead at a time makes it hard to see the overall picture and takes attention away from other work.
- Bring available call activity into one reviewable summary.
- Make regular sales activity checks easier to maintain.
- Keep the summary as a Gmail draft until you approve it.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Gmail once in the Notis portal.
- 2Create an automation named Call Activity Digest and describe the summary you want in one instruction.
- 3Pick a recurring schedule and state the review period in your instruction.
- 4Choose where Notis should send run reports.
- 5Test one real run and check that Callingly provides the requested activity data.
Questions about this workflow
Can the digest compare this period with an earlier one?
Only if Callingly makes both periods of activity available or you supply the comparison baseline in your instruction.
Will it send the digest automatically?
No. This workflow creates a Gmail draft for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Gmail. A trigger fires from one place; an action lands in another.
Callingly triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Callingly and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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