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Notis

Look Up the Lead Behind a Sent Email

See the live lead record while the conversation is fresh.

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

Sales context is scattered between sent mail and the calling system.

  • Keep records aligned
  • Reduce context switching
  • Prepare the next action faster

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Callingly in Notis.
  • 2Create an automation named Sent Email Lead Lookup.
  • 3Tell Notis to use each sent email to identify the related contact and retrieve the matching Callingly lead, then summarize useful next steps.
  • 4Pick Email Sent as the trigger and choose a report channel.
  • 5Test with one real sent email.

Questions about this workflow

What if several leads match?

Ask Notis to show the possible matches and request a decision.

Does this change the lead?

No. This workflow retrieves the lead for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Super to Callingly. A trigger fires from one place; an action lands in another.

Google Super triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

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".

ActionInstant

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

Google Super and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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