See which Callingly leads may need another touch
Ask Notis to review the Callingly data available on a schedule and prepare a Gmail draft with leads that may need attention.
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
Leads can slip when there is no simple routine for reviewing recent call activity and follow-up status.
- Create a predictable review point for lead follow-up.
- See the evidence Notis has for each suggested lead.
- Review the report before deciding what to do.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Gmail once in the Notis portal.
- 2Create an automation named Stale Lead Review and describe the review draft in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the available Callingly data supports the review.
Questions about this workflow
How does Notis decide a lead is stale?
Specify the age or follow-up criteria in your instruction. Callingly must provide the activity dates and status needed to apply those criteria.
Can the draft include every lead?
Describe the desired scope in your instruction. The review is limited to leads and call data available through 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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