Check call history before replying to a new email
Before replying, get the relevant Callingly call records for the team or period you care about, so recent outreach is easier to see.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
You may not remember whether someone was called recently when their email arrives.
- Bring recent call records into an email review
- Reduce memory load before replying
- Use explicit date or team context in the instruction
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and specify which Callingly calls to retrieve when a new email arrives, including a useful date range or team if known.
- 3Pick the New Gmail Message Received trigger.
- 4Choose where run reports should go, then test with one email tied to a known call history.
Questions about this workflow
Can Notis infer which team or date range to use?
Only if the needed context is present or you specify a default in your instruction. The calls action supports optional filters such as date range and team.
Does this retrieve one call or several?
It uses List Calls, which retrieves multiple call records with optional filters.
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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