Review the lead after you send a follow-up
Keep the follow-up connected to its Callingly record. Notis can use details in your sent message to retrieve the relevant lead.
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
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
After sending a thoughtful follow-up, finding the right lead record can become another interruption.
- Retrieve lead context after sending
- Reduce manual lead searches
- Spot when the message lacks a clear matching identifier
Setup
Build it in a few focused steps.
- 1Connect Gmail and Callingly once in the Notis portal.
- 2Create an automation and ask Notis to find the Callingly lead related to a sent follow-up using identifying details in the message.
- 3Pick the Email Sent trigger.
- 4Choose where run reports should go, then test with one sent email to a known lead.
Questions about this workflow
What if the recipient is not a Callingly lead?
Notis can report that it found no matching lead. This workflow does not create one.
Does it change the lead status?
No. It retrieves lead details only.
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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