Turn Callingly call history into a clear email recap
Pass call history and lead context to Notis and get a Gmail draft that captures the conversation and proposed next steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Important details from multiple calls are hard to reconstruct when a follow-up or handoff is due.
- Review a concise recap without rereading every call record.
- Keep proposed follow-up actions visible in the email draft.
- Share a consistent summary after a call sequence.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Gmail once in the Notis portal.
- 2Create an automation named Call History Recap and describe the recap you want in one instruction.
- 3Pick a webhook trigger that supplies the lead and relevant call history.
- 4Choose where Notis should send run reports.
- 5Test with one real lead's call history and review the draft.
Questions about this workflow
Does Notis retrieve call history automatically?
The source description supports checking call history through Callingly. The webhook or available Callingly response must provide the relevant details for Notis to summarize.
Does this send the recap?
No. It creates a Gmail draft so you can review it before sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.