Review phone outreach after emailing leads
Keep phone and email outreach visible in one review by retrieving Callingly calls after relevant emails are sent.
Trigger
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.
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
It is easy to lose track of which leads got a call when email follow-ups span multiple threads.
- Prompt a review of phone outreach after email activity
- Use call filters to narrow the records
- Reduce mental tracking across channels
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and specify the date range and optional team for Callingly calls to review after a sent email.
- 3Pick the Email Sent trigger.
- 4Choose where run reports should go, then test with one sent lead email and relevant call history.
Questions about this workflow
Can this prove every emailed lead was called?
Only if the call records include identifiers that can be compared with the sent message. Tell Notis what identifier to use, and review ambiguous matches.
Can it create missing calls?
No. This workflow lists calls for a review; it does not create call records.
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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