Open call details from an email reference
When someone includes a call reference in an email, get the Callingly call details without a separate search.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Call
Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
Why this helps
A call id in an email is not useful until you locate the record behind it.
- Retrieve a specific call's details from an email cue
- Reduce time spent searching by call id
- Keep call investigation close to its context
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve Callingly call details when an email contains a call id.
- 3Pick the New Gmail Message Received trigger.
- 4Choose where run reports should go, then test with an email that references a known call id.
Questions about this workflow
What if the email has no call id?
Notis should report that a call id is missing. The Get Call action requires a specific call id.
Does this change the call record?
No. It retrieves details for review.
When this happens · Trigger
Do this · Action
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.
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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.
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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