Connect Gmail to Callingly
When something happens in Gmail, Notis takes the next step in Callingly. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Gmail to Callingly
Call new leads who email your team
Turn an inbound email with a clear callback request into an outbound Callingly call record.
Look up the lead behind a new email
Use details in a new Gmail message to retrieve a matching Callingly lead for faster follow-up.
Check Callingly for leads mentioned in email
Search Callingly leads using a phone number found in a new email, helping you spot an existing record before follow-up.
Log calls promised in sent emails
Create a Callingly outbound call record when a sent Gmail message explicitly promises a phone follow-up.
Pull lead details after sending a follow-up
After a sent Gmail follow-up, look up the related Callingly lead using identifying details in the message.
Review recent Callingly calls for an email sender
When a new email arrives, retrieve Callingly call history for the relevant team or date range to support a context check.
Check agent availability for a callback request
When a new email asks for a callback, retrieve a specified Callingly agent's availability schedule for review.
Review calls after sending a batch of follow-ups
Use sent Gmail activity as a cue to retrieve Callingly calls for a specified period and review outreach coverage.
Review Callingly webhooks when integration questions arrive
Use a new Gmail message about call or lead notifications to retrieve configured Callingly webhooks for review.
Supported Triggers and Actions
Notis builds workflows that link Gmail to Callingly. A trigger fires from one place; an action lands in another.
Gmail triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Gmail and Callingly
Connect any two apps with Notis in the middle.
Gmail and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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