Check whether an emailed phone number is already a lead
Avoid duplicate searching when someone emails a phone number. Notis can check Callingly for matching leads and report what it finds.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
A phone number in an email does not tell you whether the person is already in Callingly.
- Check for existing leads before follow-up
- Use details already present in the email
- Surface missing or ambiguous identifiers for review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and tell Notis to search Callingly leads when a new email contains a phone number.
- 3Pick the New Gmail Message Received trigger.
- 4Choose where run reports should go, then test with one real email that includes a known lead phone number.
Questions about this workflow
What if the email has no phone number?
Notis should report that there is no phone number to search with. You can specify another identifier if your workflow supports it.
Does this create a lead if no match is found?
No. The selected action lists leads for retrieval. It does not create a lead.
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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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
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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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