Start your follow-up session with a ready queue
Notis can gather leads that match your stated follow-up criteria into one Gmail draft, so you start with a clear next action.
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
Choosing who to follow up with can become a separate admin task that delays actually contacting leads.
- Put likely follow-ups into one focused queue.
- Base suggestions on criteria you set and available Callingly records.
- Make it easier to start a follow-up block without inbox searching.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Gmail once in the Notis portal.
- 2Create an automation named Follow-up Queue and describe the queue and criteria in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the suggested leads and source details.
Questions about this workflow
Can it choose priority based on lead value?
Only if lead value is available from Callingly or supplied by you. Otherwise, use criteria grounded in statuses and call history.
Does this workflow contact the leads?
No. It creates a Gmail draft queue for you to review and act on.
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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