Turn email callback requests into Callingly calls
Stop leaving callback requests buried in the inbox. Have Notis create a Callingly call record when a new email clearly asks your team to call.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Callback requests can get lost between reading an email and remembering to open Callingly.
- Capture clear callback requests as call records
- Reduce inbox-to-CRM context switching
- Let Notis summarize the request for review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and describe that clear callback requests in new emails should create Callingly outbound call records.
- 3Pick the New Gmail Message Received trigger.
- 4Choose where run reports should go, then test with one real callback request.
Questions about this workflow
Will every new email create a call?
No. Tell Notis to create a call record only when the email clearly requests a callback. Notis can interpret message content, but you should provide any required call or lead details that are not present.
Does this place a phone call automatically?
The selected action creates an outbound call record. It does not claim to dispatch or place a call.
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.
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.
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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