Walk into every lead call with the context in Gmail
Send a Callingly lead and call summary to Notis, then get a Gmail draft that puts the useful details in one place.
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
Lead details and call notes are scattered when it is time to prepare, making it easy to miss context or spend the first minutes catching up.
- Gather lead and call context in one reviewable draft.
- Reduce last-minute searching before a sales conversation.
- Keep the final send under your control.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Gmail once in the Notis portal.
- 2Create an automation named Lead Call Prep and describe the prep email you want in one instruction.
- 3Pick the webhook trigger for the incoming Callingly lead and call details.
- 4Choose where Notis should send run reports.
- 5Test with one real lead and review the resulting Gmail draft.
Questions about this workflow
Does this send an email to the lead?
No. This workflow creates a Gmail draft for you to review. You can ask Notis to include recipients in the draft when the webhook provides them.
What should the webhook include?
Send the lead details and call history or notes you want summarized. Notis can only use details included in the request or returned by Callingly.
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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